#076: Sådan kigger chefporteføljeforvalteren efter fremtidens globale vindere

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

Hvis man skal prøve at finde fremtidens globale vindere på aktiemarkedet, er det en god idé at se efter selskaber, der er eksponerede mod en eller flere globale trends. Det siger Morten Gregersen, chefporteføljeforvalter for Nykredit Invest Globale Aktier og Globale Fokusaktier. Hør hvilke fire trends, han især fokuserer på i øjeblikket (0.53). Men en trend er ikke nok. Det er vigtigt at lave håndværket først, lyder det, for ellers kan man komme galt afsted. Få forklaringen (13.55). Når det kommer til, hvem der bliver de største selskaber i fremtiden, står it-sektoren rigtig stærkt. Men der er også et rødt flag i form af regulering, som kan pille ved det billede. Det kigger vi på til sidst i udsendelsen (17.59)

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This episode was published on October 25, 2018.

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