Novo og danske aktier under pres fra passive investorer

Investorerne hælder danske og europæiske aktier ned ad brættet for at få del i indtjeningen i de amerikanske aktier. Med udsigt til skattelettelser og deregulering, er der bare mere vækst at spore i USA end i Europa, lyder det fra investor Ole Søeberg, direktør i Nordic Investment Partners.Sammen med Lars Hytting investeringsstrategi Arthascope og investor Christian Klarskov fortæller han om, hvor svært det er at være aktiv aktieplukker i et marked, hvor passive investeringsstrategier får større magt over prissætningen.I denne podcast fortæller Christian Klarskov om sit syn på Torm, der har haft et hårdt 2024, men hvor investoren netop ser et vigtigt lyspunkt. Vi tjekker den amerikanske forbrugers humør og ser nærmere på nogle af de forbrugerrelaterede aktier som Walmart og Sprouts Farmers Market.Hør også, hvilken aktie Ole Søeberg nok ikke skulle have solgt i All Star porteføljen.Vært: Journalist Gro Høyer ThielstProducer: Peter-Emil Witt.Følg All Star porteføljen her: https://www.home.saxo/da-dk/campaigns/all-star-portfolio

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