Utbytte cover image

Utbytte

Marked, makro, posisjonering og avkastning med Harper og Lysebo

Jun 15, 2024
53:01

I denne episoden har Marius Brun Haugen med seg investeringsdirektør Tore Andre Lysebo og aksjestrateg Paul Harper. Sammen diskuterer de mulighetene i både aksje- og rentemarkedene, makrobildet, posisjonering, prising og avkastningsforventninger. De byr både på kommentarer til dagsaktuelle hendelser og langsiktige betraktninger.

 

Episoden ble spilt inn LIVE foran publikum under DNB Uka i Tønsberg onsdag 12. juni 2024.

Produsent: Kim A. Farago, DNB Wealth Management.



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