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RE: LeoThread 2024-08-14 16:18

in LeoFinance • 5 months ago

🧵 1. Norway's sovereign wealth fund, the world's largest, reports $138 billion profit driven by AI tech stock demand in first half of the year. #finance

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🧵 2. CEO Tangen highlights strong equity returns, particularly from technology stocks influenced by rising demand in artificial intelligence solutions.

🧵 3. Fund's equity portfolio posts 12.5% return, while fixed income and real estate incurred slight losses.

🧵 4. Unlisted renewable energy infrastructure portfolio sees negative 17.7% returns, attributed to increased capital costs affecting investments.

🧵 5. NBIM's Tangen foresees stock market uncertainty ahead, cautioning about geopolitical risks influencing global stocks amid a changing landscape.