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16. Börserna har utvecklats positivt trots geopolitisk oro - vad väntar investerare nu? episode artwork

EPISODE · May 29, 2026 · 20 MIN

16. Börserna har utvecklats positivt trots geopolitisk oro - vad väntar investerare nu?

from Investera med East Capital Group · host East Capital Group

Trots geopolitisk oro, stigande energipriser och ihållande inflation håller världsekonomin emot bättre än många befarat och börserna har fortsatt utvecklas starkt. Men vad väntar investerare nu?I det här avsnittet möts Anders Borg, senior rådgivare, och Peter van Berlekom, portföljförvaltare för en aktuell genomgång av makroläget, börsutsikterna och var de ser de mest intressanta möjligheterna just nu. Samtalet leds av Per Elcar, vd för East Capital Group.Vi diskuterar bland annat hur AI driver produktivitet och marginaler, varför svenska kvalitetsbolag står väl rustade, och hur långsiktiga investerare bör tänka i en fortsatt komplex miljö.

What this episode covers

Trots geopolitisk oro, stigande energipriser och ihållande inflation håller världsekonomin emot bättre än många befarat och börserna har fortsatt utvecklas starkt. Men vad väntar investerare nu?I det här avsnittet möts Anders Borg, senior rådgivare, och Peter van Berlekom, portföljförvaltare för en aktuell genomgång av makroläget, börsutsikterna och var de ser de mest intressanta möjligheterna just nu. Samtalet leds av Per Elcar, vd för East Capital Group.Vi diskuterar bland annat hur AI driver produktivitet och marginaler, varför svenska kvalitetsbolag står väl rustade, och hur långsiktiga investerare bör tänka i en fortsatt komplex miljö.

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16. Börserna har utvecklats positivt trots geopolitisk oro - vad väntar investerare nu?

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Frequently Asked Questions

How long is this episode of Investera med East Capital Group?

This episode is 20 minutes long.

When was this Investera med East Capital Group episode published?

This episode was published on May 29, 2026.

What is this episode about?

Trots geopolitisk oro, stigande energipriser och ihållande inflation håller världsekonomin emot bättre än många befarat och börserna har fortsatt utvecklas starkt. Men vad väntar investerare nu?I det här avsnittet möts Anders Borg, senior rådgivare,...

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