Markedsoppdatering fra SKAGEN Fondene
Skagen FondeneFå markedsoppdateringene fra SKAGEN Fondene.
Hør podkasten Skagen-podden om fond og finans her: shows.acast.com/skagen-podden
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| Publishes | Twice monthly | Episodes | 25 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Norwegian | Number of Listeners | Category | Business |
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Latest Episodes
Investeringsdirektør Alexandra Morris oppsummerer et aksjeår preget av kraftige svingninger og overraskende vinnere. 2025 ble et år der teknologi skuffet, mens råvarer, fornybar og Asia overrasket positivt.
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2025 har vært alt annet enn forutsigbart. I denne oppdateringen forklarer porteføljeforvalter Knut Gezelius hvorfor urolige markeder ofte skaper de beste mulighetene, og hvilke selskaper som nå ligger klare til å levere sterk avkastning.
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De store amerikanske teknologiselskapene dominerer utviklede markeder, men hva med de andre? Hvilke muligheter ser porteføljeforvalterne Jonas Edholm og David Harris blant små og mellomstore selskaper fremover?
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Denne markedsoppdateringen med SKAGEN Kon-Tiki viser at 2025 har vært et sterkt år for vekstmarkedene, med hele 25 % avkastning så langt. Porteføljeforvalterne Fredrik Bjelland og Espen Klette forklarer hvorfor aktiv verdibasert forvaltning igjen lev... more
SKAGEN Vekst fortsetter å levere sterk avkastning og attraktive investeringsmuligheter. Her forklarer forvalterne hvorfor sunn fornuft fortsatt er nøkkelen til suksess.
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Eiendomsfondet SKAGEN m2 har gjort det bra så langt i 2025, men hvordan ser porteføljeforvalter Michael Gobitschek på mulighetene fremover?
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SKAGEN Focus har hatt stor fremgang med sin aktive verdiforvaltning i år. Hvordan jobber forvalterne Jonas Edholm og David Harris med å skape meravkastning nå?
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Hva vil prege vekstmarkedene fremover, og hvordan håndterer porteføljeforvalter Fredrik Bjelland i SKAGEN Kon-Tiki den geopolitiske usikkerheten?
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Markedsoppdatering fra SKAGEN Fondene launched 3 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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