Oppdatering med DNB Teknologi: AI, Trump, prising og konsentrasjonsrisk

I denne episoden har Marius Brun Haugen med seg forvalterne Marius Wennersten og Erling Kise fra aksjefondet DNB Teknologi. Hva blir det neste kapittelet for AI-aksjer, er Trump-traden bare støy for en langsiktig teknologinvestor, hvordan er globale teknologiaksjer priset nå og hvordan bør man tenke rundt konsentrasjonsrisiko i porteføljen?Episoden ble spilt inn onsdag 27. november 2024 og var opprinnelig et direktesendt webinar for DNB-kunder.Produsent: Kim-André Farago, DNB Wealth Manageme Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Nov 30, 2024

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Oppdatering med DNB Teknologi: AI, Trump, prising og konsentrasjonsrisk

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