Video blogs: Latest updates and insights

June 2015  
atsb DNB Technology (June 2015)
Portfolio Manager's commentary

"There will be a dramatic increase in the number of people coming onto Internet over the next five years. Most of this growth will come from emerging markets. This will create a very interesting investment opportunity." 

» See the video

May 2015  
atsb DNB Scandinavia (May 2015)
Portfolio Manager's commentary

"Both the Global funds and the Nordic funds give a global exposure. But over time, the Nordic Markets have actually outperformed the Global Markets." 

» See the video


March 2015  
atsb DNB Technology (March 2015)
Interview with the Analyst - 3 videos

"For the fund, we have had some very good performance from some of our smaller cap investments. And also Samsung, with the launch of the new Galaxy smartphones series, has started to show some earnings upgrades. Samsung is one of the cheapest stocks in our universe so we expect a significant re-rating there in 2015." 

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August 2014  
atsb DNB Technology (August 2014)
Portfolio Manager's commentary

Fantastic 2013; 2014 also decent, a good year but more in line with the markets.
 
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May 2014  
kh1     DNB Scandinavia (May 2014)                                                                  
Portfolio Manager's commentary

"As you know, the Nordic stock market has performed extremely well over time. Better than both the European and the global stock markets. Since the beginning of 2008 DNB Scandinavia has outperformed the market with 19 per cent gross. Also, last year was a good year both for the market and for our fund."

» See the video
February 2014
pk DNB India (February 2014)
Portfolio Manager's commentary                                                                         

» See the video
January 2014
tech DNB Technology (January 2014)
Portfolio Manager's commentary                                                                                               
                                                                                                                                  
» See the video 
October 2013
kmh DNB Scandinavia (October 2013)
Portfolio Manager's commentary                                                                                               
                                                                                                                                  
» See the video 
September 2013 
pk DNB India (September 2013)
Portfolio Manager`s market commentary                                                                                                                                                                                                   
» See the video
July 2013
atj DNB Technology (July 2013)
Portfolio Manager's Commentary                                                                                               
                                                                                                                                  
» See the video 
June 2013 
mj

Socially responsible investing - 5 questions to DNB Asset Management (June 2013)

People making sustainable financial investments want to make sure their investments are managed on the basis of social, ethical and ecological considerations.
So can an investor put their faith in the sustainability approach? And if so, which type of investor are the products suitable for? These questions and others are answered by Mike Judith, Vice President at DNB Asset Management.

» See the video
» See the video on mobile device
April 2013
krishnan Q1/2013 Update about India with Portfolio manager of DNB Asian Small Cap and DNB India (April 2013)

"India is on a path to a cyclical recovery in its economy; we are already in the early stages of the same. We expect this recovery to be broadly in three phases."

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Shadow Lau

Q1/2013 Update about China with Portfolio manager of DNB Asian Small Cap and DNB China Century
(April 2013)

"We believe that the new Chinese government will continue to drive economic growth by 3Rs, that is Rebalancing the household income growth in coastal and inland area, Redeveloping the economic growth in the western and eastern area that is speeding up the urbanisation, and Reforms as the Chinese government needs to provide reform to solve some of the hurdles that are blocking this progress. So these are the forces that support China on sustainable growth."

» See the video
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