#059: Sådan agerer Nykredit Invest i et marked med “unormalt gode regnskaber"

from Investor Insights | Nykredit Invest · host Investor Insights | Nykredit Invest

Den seneste regnskabssæson har vist nogle unormalt gode regnskaber for det her tidspunkt i den økonomiske cyklus. Det siger Christian Neble Hansen, der er seniorporteføljemanager for Nykredit Invests to fonde Globale Fokusaktier og Bæredygtige aktier (1.15). Samtidig er kurserne ikke fulgt med op, og det betyder at en række selskaber begynder at se billige ud, lyder det. Men hvordan agerer man i det marked? (6.55) Endelig kan du høre tre eksempler på selskaber, som Christian Neble Hansen tror på med de nuværende udsigter for finansmarkederne. (7.54)

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This episode was published on May 15, 2018.

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