"Vi tror att sektorrotationen är över" (24/5 - 2021)

Placera-TV: Coelis förvaltare Andreas Brock och Henrik Milton ger sin syn på vårens börsrörelser med fokus på den omdiskuterade sektorrotationen. Duon berättar hur de själva investerar och lyfter fram flera av fondens innehav. Aktier: Atlas Copco, BAM Group, Carrier Global, Deere & Co., Intel, Microsoft, Renault, TSMC och VolvoSe samtalet: https://www.avanza.se/placera/redaktionellt/2021/05/24/vi-tror-att-sektortotationen-ar-over.plc.html(Beklagar sämre ljudkvalitet)

Episode metadata supplied by the publisher feed · Published May 24, 2021

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"Vi tror att sektorrotationen är över" (24/5 - 2021)

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