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ICM HPQC News Flash - November 2025
ICM HPQC Fund (“ICM HPQC”) continues to see excitement in the next-generation computing space. In this newsflash, we cover: AI Capital Surge and Bubble Concerns Space-Based Data Centres Move from Concept to Testing Google Claims “Quantum Advantage” – But Critics Disagree DARPA's Quantum Benchmarking Initiative Nvidia Expands its Quantum Ecosystem Portfolio updates and what we’re seeing across global tech markets ICM HPQC News Flash - November 2025
Nov 11


ICM Monthly Outlook - October 2025
The latest market insight from ICM reports that markets paused for breath in October after months of new highs. The S&P 500 and NASDAQ moved sideways, oil prices fell, and volatility edged higher as investors weighed mixed data and policy uncertainty. Gold, however, continued to rise - a sign of cautious sentiment amid ongoing geopolitical and macroeconomic crosswinds. In this month’s market review, ICM's Senior Analyst Conor Spencer reflects on the backdrop shaping sentiment
Oct 23


ICM Monthly Outlook - September 2025
The latest market insight from ICM reports that U.S. equity indices continue to climb, reaching multiple new all-time highs since July....
Sep 22


ICM Monthly Outlook - August 2025
Financial markets experienced a significant upswing in July, driven by robust corporate earnings, particularly from large-cap and tech...
Aug 22


ICM Monthly Outlook - July 2025
The first half of 2025 presented a tumultuous journey for U.S. equities, with seemingly insurmountable challenges that tested the...
Jul 31


ICM Monthly Outlook - April 2025
Liberation Day has usurped all that went before it this year. Uncertain U.S. policy around tariffs has whipped up strong economic...
Apr 24


ICM Monthly Outlook - March 2025
February and March have been tumultuous months. It is all President Trump’s doing, as far as we are concerned. Investors can’t make head...
Mar 24


ICM Monthly Outlook - February 2025
Financial markets have enjoyed a decent start to 2025. Year to date, in rank order, the Euro Stoxx 50 is up 10.0%, the Dow Jones is up...
Feb 21


ICM Monthly Outlook - January 2025
Happy New Year, everyone. 2024 was another prosperous year for anyone who went long and stayed long risk assets, just like in 2023. The...
Jan 23
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