A number of sectors made good progress over May as markets continued their recovery from April’s tariff-related sell-off. Leading the charge in May was the Financials & Financial Innovation sector, where Augmentum Fintech’s discount narrowed from an overly wide level.
Technology & Technology Innovation was not far behind, underpinned by a resurgence in investor appetite for AI, semiconductors, and platform technologies. Late May strength in the Nasdaq, driven by Nvidia and Microsoft, filtered ....
