On Thursday morning, our portfolio manager, partner, and CEO Alexander Jansson appeared on DiTV’s Börsmorgon to discuss current market valuations and how the market might develop following Nvidia’s much-talked-about earnings report the night before. In the studio, he...
This morning, our portfolio manager, CEO and partner Alexander Jansson joined Dagens Industri’s Börsmorgon to discuss value versus growth. He shared his views on what is once again favoring growth companies and also highlighted two cases: the UK-based serial acquirer...
This morning, our portfolio manager, CEO, and partner Alexander Jansson appeared on Dagens Industris Börsmorgon to explain, among other things, why Trump is imposing tariffs. He outlined the global trade balance, where the USA consumes significantly more than it...
In a recent interview with Privata Affärer, our portfolio manager, partner, and CEO Alexander Jansson shares his market outlook and highlights the sectors worth investing in. He sees a clear shift in market trends and warns against investing in renewable energy,...
Today, our portfolio manager, partner, and CEO, Alexander Jansson, joined EFN’s Gabriel Mellqvist and Kelly Connelin on Börslunch (in Swedish), alongside Folksam’s Chief Economist Marcus Svedberg, to discuss trade wars, the U.S. vs. Europe, USD vs. EUR, and whether a...
