"Riskaptiten är fortfarande väldigt stor" (4/3 - 2021)

Placera-TV: Lannebos förvaltare Helen Broman och Johan Nilke kommenterar nedgången bland techaktier. Hur har sektorrotationen, stigande räntor och konjunkturhopp påverkat deras investeringsbeslut? Dessutom om börsnoteringar, förvärv och SPACS. Aktier: Cognyte Software, Embracer, Palo Alto Network, Sinch, VNV Global och Zur RoseSe samtalet: https://www.avanza.se/placera/redaktionellt/2021/03/04/riskaptiten-ar-fortfarande-valdigt-stor.plc.html(Beklagar sämre ljudkvalitet)

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