#092: Her er Nykredits nye aktiestrategi

What this episode covers

Fra en anbefaling om at have en undervægt af energiaktier til en overvægt. Det er et af de steder, hvor Nykredits nye aktiestrategi, som er udkommet i denne uge, adskiller sig fra den forrige fra oktober. Det fortæller en af folkene bag strategien, Frederik Romedahl Poulsen, senioranalytiker i Nykredit Markets (0.49). Sidst lød en anbefaling at overvægte aktier i sundhedssektoren, og det gælder stadig. Den type er nødvendig i en verden, hvor der er masser af risiko for en afmætning i global vækst, lyder det (8.16). Hvor anbefalingen på energiaktier altså hæves, sænkes den til gengæld for sektoren kommunikation. Det skyldes blandt andet udsigten til stigende renter (10.02).

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Frequently Asked Questions

How long is this episode of Investor Insights | Nykredit Invest?

This episode is 18 minutes long.

When was this Investor Insights | Nykredit Invest episode published?

This episode was published on March 7, 2019.

What is this episode about?

Fra en anbefaling om at have en undervægt af energiaktier til en overvægt. Det er et af de steder, hvor Nykredits nye aktiestrategi, som er udkommet i denne uge, adskiller sig fra den forrige fra oktober. Det fortæller en af folkene bag strategien,...

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