#088: Chefporteføljeforvalter: Polariseringen i markedet åbner muligheder

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

Den politiske uro med bl.a. Brexit og handelskrig skaber polarisering i markedet, men med det opstår der også muligheder. Sådan lyder det fra Morten Gregersen, chefporteføljeforvalter for Globale Aktier. Hør mere og få et eksempel på, hvordan Nykredit har gået efter at udnytte en af de muligheder (14.07). Siden Storbritannien stemte sig ud af EU i juni 2016 har der været et konstant udsalg af britiske aktier fra udlandet, og det betyder, at mange selskaber nu begynder at se billige ud, lyder det. (3.08) Den igangværende regnskabssæson viser et stigende fokus fra virksomhederne på bæredygtighed, som også er et stort indsatsområde for Nykredit. Det dykker vi ned i til sidst i udsendelsen (15.12)

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This episode was published on February 8, 2019.

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