Nvidia ‘bubble’ talk spreads to ESG fund managers who rode highs

Christian Blink, who runs Swedbank Robur Technology fund, says Nvidia “might be a little bit stretched” in the short term, with the possibility of some investors seizing the moment to cash in.

By Natasha White / Bloomberg

Concerns that Nvidia Corp.’s stratospheric gains might be unsustainable have spread to ESG investment managers who beat the market last year by betting big on the stock.

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Nvidia ‘bubble’ talk spreads to ESG fund managers who rode highs

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Odin reduces China exposure, suspects bubble in US tech

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Front page now

Comment: Investors don’t need to invent policies on Gaza

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Further reading

Nordic institutional investors still see potential in beleaguered Swedish battery producer

World's best EMD team still waiting for clients to return to Danske AM

US manager sees Nordic clients return to EM equities due to "excessive concentration"

Storeband increases stake in Danish infrastructure manager to become majority owner

The list of money managers axing oil stocks just got longer

Eight Nordic managers move up in global top 500 ranking