Utbytte cover image

Utbytte

Trump-traden, europeiske aksjer og norsk forsvarseksponering

Nov 16, 2024
47:49

Etterdønningene fra det amerikanske presidentvalget preger fremdeles finansmarkedene med til dels store utslag. I hvilken grad fortsetter «Trump-traden» og hva betyr det for europeiske og norske aksjer? Det diskuterer Marius Brun Haugen og aksjestrateg Paul Harper nærmere i dagens episode.

 

Blant aksjene som omtales er Tesla, Palantir, Kongsberg Gruppen, Sats og Lerøy Seafood.

 

Episoden ble spilt inn fredag 15. november 2024

Produsent: Kim-André Farago, DNB Wealth Management.



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