Assumptions for the growth of the semiconductor market
The global semiconductor market is projected to grow from USD 573.44 billion in 2022 (it reached USD 527.88 billion in 2021) to USD 1,380.79 billion by 2029 during the forecast period 2022-2029, implying a growth of 12 .2% at the level of CAGR (Compound Annual Growth Rate).
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Inflation in the US shows clear signs of falling. It's time to get into US stocks
In 2022, US stocks represented by the S&P 500 index fell for the first time since 2019. However, despite the difficult conditions, our main equity portfolio Equity US once again maintained a better performance compared to the benchmark.
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