Avsnitt 66: Vi talar makro, strategi, kredit och lite aktier

from Analyspodden - bolag & aktier med DNB Carnegie · host Analyspodden

I Penserpoddens sextiosjätte avsnitt fördjupar vi oss i aktuell makro med den outtröttliga Jonas Thulin, vår kapitalförvaltningschef. Även David Cederberg, en av våra förvaltare, gästar podden för att ge oss en aktuell bild över humöret på kreditmarknaden. Vi lyfter på locket till några av instrumenten i high yield-marknaden, till exempel AT1:or och hur de beter sig relativt aktier.

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This episode was published on September 29, 2020.

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