{"id":14202,"date":"2025-08-26T15:45:18","date_gmt":"2025-08-26T15:45:18","guid":{"rendered":"https:\/\/www.europesays.com\/se\/14202\/"},"modified":"2025-08-26T15:45:18","modified_gmt":"2025-08-26T15:45:18","slug":"aktienchefen-ser-en-typisk-stock-picking-marknad-dar-efterslantrarna-ar-sarskilt-intressanta","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/14202\/","title":{"rendered":"Aktienchefen ser en typisk stock picking marknad d\u00e4r eftersl\u00e4ntrarna \u00e4r s\u00e4rskilt intressanta"},"content":{"rendered":"<p>&#13;<br \/>\n                        Det framg\u00e5r av ett marknadsbrev.<\/p>\n<p>Han lyfter fram verkstadssektorn, defensiva bolag och eftersl\u00e4ntrare som de mest intressanta investeringsm\u00f6jligheterna just nu.  <\/p>\n<p>\u2013 Beroende p\u00e5 tidsperspektiv blir olika sektorer intressanta och dessutom kan det vara stora skillnader mellan olika bolag i samma sektor. Sammantaget upplever jag att vi har en tydlig stock picking-marknad. I det riktigt korta perspektivet tror jag vi f\u00e5r se fortsatt styrka i verkstadssektorn med st\u00f6d fr\u00e5n amerikanska r\u00e4ntes\u00e4nkningsf\u00f6rv\u00e4ntningar och f\u00e4rska rekordnoteringar som driver fl\u00f6den in i indextunga sektorer.<\/p>\n<p>Han forts\u00e4tter.<\/p>\n<p>\u2013 I ett perspektiv som str\u00e4cker sig \u00f6ver den s\u00e4songsm\u00e4ssigt svaga perioden september och b\u00f6rjan p\u00e5 oktober bed\u00f6mer jag att mer defensiva bolag kan utvecklats b\u00e4ttre. \u00c5terh\u00e4mtningen i de nordiska h\u00e4lsov\u00e5rdsbolagen borde forts\u00e4tta under h\u00f6sten och f\u00e5r vi en rekyl efter sommarens starka b\u00f6rs r\u00e4knar jag med att de bolagen \u00f6verpresterar. Intresset forts\u00e4tter ocks\u00e5 att \u00f6ka f\u00f6r bolag som har sl\u00e4pat efter mot b\u00f6rsen och\/eller sin sektor \u2013 n\u00e5got jag tror kan h\u00e5lla i sig under de n\u00e4rmaste m\u00e5naderna. Flera av h\u00f6stb\u00f6rsens vinnare \u00e5terfinns sannolikt bland eftersl\u00e4ntrarna.&#13;\n                    <\/p>\n","protected":false},"excerpt":{"rendered":"&#13; Det framg\u00e5r av ett marknadsbrev. Han lyfter fram verkstadssektorn, defensiva bolag och eftersl\u00e4ntrare som de mest intressanta&hellip;\n","protected":false},"author":2,"featured_media":14203,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,454,453,451,452,34,31,33,32,30,455],"class_list":{"0":"post-14202","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-economy","10":"tag-ekonomi","11":"tag-ekonomisk-analys","12":"tag-finans","13":"tag-finansiella-nyheter","14":"tag-investera","15":"tag-se","16":"tag-svenska","17":"tag-sverige","18":"tag-sweden","19":"tag-swedish","20":"tag-trading"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/14202","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=14202"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/14202\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/14203"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=14202"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=14202"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=14202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}