Podfolio by DNB Asset Management

Listen to Amra Koluder, Head of International Sales at DNB Asset Management in conversation with Portfolio Manager Stian Ueland from the SFDR Article 9 fund, DNB Renewable Energy. Although the fund has outperformed its benchmark by a good margin over several years, investments in renewable energy have been challenging since 2021. Today, renewable energy makes up 20% of the energy mix, and it needs to increase to meet the targets of the Paris Agreement. Hear Stian talk about the different technologies: Solar, Wind, Nuclear vs Gas and Oil - and how the geopolitical rivalry between China, USA, and Europe affects the sector. Stian also discusses a couple of investments and how the team thinks when selecting stocks.

After a tough correction in 2022, the technology, media and telecom sector has had a rather strong comeback in in 2023, with Nasdaq increase of 40% and solid development so far in 2024. One of the questions that arises, is how long can this last? And what is the relevance of potential concentration risks and dynamics around generative AI?Meet the Head of International Distribution at DNB Asset Management, Amra Koluder, in conversation with Marius Wennersten, one of Portfolio Managers of the DNB Technology fund, that has grown to over 10bn EUR Asset under Management, since its inception in 2001, delivering an average annual return of 18%. 

In this episode of Podfolio by DNB Asset Management, you meet Amra Koluder in conversation with Svein Aage Aanes, who leads our Fixed-Income team. Svein Aage and the team manage EUR 35bn. in Fixed Income. The episode provides an overall introduction to the Nordic IG and HY market, what characterizes this market and what kind of exposure you get when you invest in the Nordic FI market.