Download - 324: DNB Teknologi gjør comeback med trauste teknologiaksjer

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324: DNB Teknologi gjør comeback med trauste teknologiaksjer

2021-03-18

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I denne #pengepodden-episoden har Bjørn Erik fått besøk av forvaltertrioen bak suksessfondet DNB Teknologi. Temaet er om renteoppgangen vil punktere meravkastningen i teknologisektoren og hvilke IT-selskaper man bør satse på fremover. Agenda: (fra start) Comeback for verdiselskaper (fra 12:25) Investeringsstrategien til DNB Teknologi (fra 44:24) Utvalgte enkeltaksjer