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Denne uken har Marius med seg anaIytiker Håkon Astrup som dekker bank- og forsikringssektoren for DNB Markets. I en miniserie på fem deler gir de en oppdatering på sektoren og går nærmere inn på fire konkrete investeringscase.
Dette er andre episode, der Håkon tar for seg favoritten i forsikringssektoren. Premisset for gjennomgangen av caset er at det må kunne stå seg godt dersom rentene stiger videre.
Denne episoden ble spilt inn torsdag 25. februar 2021.
Produsent: Iver Neset, DNB Markets
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