Nytårsraketterne til 2025: Seks investorers bedste bud på aktier i det nye år episode artwork

EPISODE · Dec 30, 2024 · 1H 23M

Nytårsraketterne til 2025: Seks investorers bedste bud på aktier i det nye år

from Børsen investor

Efter nylige hug til Novo Nordisk og en flad udvikling i det danske eliteindeks C25, vil det nye år give masser af muligheder for gode afkast. Det er seks topinvestorer enige om i Børsens Nytårs Investor Podcast, hvor du får deres bud på de bedste køb i det nye år. "Geopolitisk har verden udviklet sig negativt, men tech-aktier i bred forstand har klaret sig godt," lyder det fra Nina Movin, der forvalter en formue på en mia kr. for Otto Mønsted fonden. Hun er klar på nye aktieopkøb og forudser et ok år investeringsmæssigt. "Alphabet kan være en mulig vinder aktie. I det nye år vil der forsat vil være fokus på AI anvendelse og hvem, der er gode til at bruge det og på quantum computing, men også på om pharma selskaberne kan levere og om de bliver presset på pris," spår den erfarne investor. Investor og direktør Ole Søeberg er "bull" på danske aktier og fortæller i podcasten, hvilke han har i kikkerten blandt andet zoomer han ind på Matas og GN Store Nord. Johnny Madsen, investeringschef i formue og Investeringspleje er enig."Danske aktier kan godt hente noget af det de har tabt," siger Johnny Madsen, der selv har kig på bl.a FLSmidth og Novonesis. Lyt med til et brag af en nytårsudgave, hvor også investor Jesper Langmack, direktør i Polaris Flexible, privatinvestor og tidl. børshaj på Wall Street, Peter Bækgaard, og Lars Hytting, afslører deres favoritaktier i det kommende år.Hør alle de konkrete og spændende bud fra de seks erfarne investorer i denne eksklusive nytårsudgave af Børsens Investor Podcast, hvor der også bliver tid til at fejre overskuddet fra All Star porteføljen. Vært: journalist Tina Riising og investorredaktør Simon KirketerpProducer: Arjuna Alexander Kolkur SørensenFølg All Star porteføljen her: https://www.home.saxo/da-dk/campaigns/all-star-portfolio

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Nytårsraketterne til 2025: Seks investorers bedste bud på aktier i det nye år

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