Flere aktiemarkeder har klaret sig gennem første kvartals modvind

Som dansk investor er det svært at få øje på de gode nyheder, men der er flere aktiemarkeder - i modsætning til det samlede eliteindeks C25 - der i 2025 har klaret det godt. Det samme gælder for flere aktivklasser, lyder det fra Jesper Langmack, partner og chef for kapitalforvalteren Polaris Flexible Capital.I denne Børsen Investor podcast taler han og investor Ole Søeberg, ambassadør for kapitalfonden Brock Milton Capital, om hvad investorerne kan forvente sig af de kommende kvartalsregnskaber i skyggen af USA’s præsident Donald Trumps toldmur.Hør også, hvad Novo Nordisk ifølge Ole Søeberg kan gøre for at holde hånden under aktiekursen og, hvorvidt der ligger en kurstrigger i kommende nyheder fra Novo Nordisks semaglutids effekt på alzheimers.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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Flere aktiemarkeder har klaret sig gennem første kvartals modvind

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