Afkastet skal stadig høstes på våben, banker og disse aktier

En klar vinderstrategi på aktiemarkedet de sidste par år har været våben- og bankaktier. Men hvilke aktier er vinderne i den nære fremtid?Det dykker Børsen Investor podcast ned i sammen med Henrik Henriksen, chefstrateg i Petersen & Partners og Thomas Juul-Larsen, adm. direktør i Mermaid Asset Management, der alene i år har hentet et afkast på 14 pct.Hør også deres vurdering af de amerikanske aktier, de europæiske og hvilke enkeltaktier, de fortsat forventer meget mere af.Værter: Journalist Gro Høyer Thielst og investorredaktør Simon KirketerpProducer: Peter-Emil WittFølg All Star porteføljen her: https://www.home.saxo/da-dk/campaigns/all-star-portfolio

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This episode was published on June 11, 2025.

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