DNB Global-forvalter om USA-konsentrasjon, Iran-grep og hvordan man plukker techaksjer

23. mars hadde vi besøk av Linnea Munthe, forvalter i DNB Global - et fond som har levert veldig gode tall over flere år. Tar de grep som følge av krigen, hvorfor er de glad i Microsoft samtidig som de har null aksjer i Apple? Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Mar 31, 2026

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DNB Global-forvalter om USA-konsentrasjon, Iran-grep og hvordan man plukker techaksjer

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