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Terry Smith: I’m not giving up on Meta

Borsgade March 7, 2023

British investor Terry Smith, founder of Fundsmith, has not profited from Meta, but still owns the position. In the interview, he discusses the investment case.

Christopher Davis: Review of 2023

Borsgade March 2, 2023

Read Christopher Davis’ review of the past year and an analysis of selected stocks in their portfolio, including Meta, Applied Materials and Berkshire Hathaway.

Nassim Taleb: Stocks are overvalued

Peter Stæhr February 21, 2023

Another relaxed interview with Nassim Taleb, who gives his views on interest rates and the stock market over a glass of wine with Bloomberg. Taleb highlights that the current interest

Howard Marks on The New State of Markets

Peter Stæhr February 15, 2023

Marks on the new situation in the markets Interesting interview with Oaktree Capital’s Howard Marks with a special focus on inflation and interest rates. Oaktree’s specialty is corporate bonds, and

Pzena: Webinar on 2023 outlook for value stocks

Borsgade February 14, 2023

Adrian Jackson and several colleagues from Pzena Investment Management give their assessment of expectations for the market and specifically value stocks. They look at pricing in different markets in this 45-minute webinar.

ATP: Historically challenging 2022 will not affect Danish pensions

Borsgade February 9, 2023

2022 was an unusual year. For ATP, sharp interest rate increases and large equity declines resulted in extensive losses on our investments. The rare combination hit ATP hard, but pensioners’ payouts are unchanged. ATP pays out the pensions we have promised our members.

Guide to markets Q1 2023

Peter Stæhr February 7, 2023

The stock market in 2023 The stock market has always had good and bad times. As much as we’d like to forget the bad ones when things are going well,

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