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Archive: March 2016

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Have patience with India

Have patience with India

World stock markets remained highly turbulent in February. Global macroeconomic factors, such as the outlook for US interest rates, oil prices and developments in China, caused the market to fall...

Gunnar Påhlson 26 March 2016
Oil sector remains uncertain

Oil sector remains uncertain

February was another volatile month, and sentiment is still governed largely by macroeconomic news. Mona Stenmark, who manages the Carnegie Emerging Markets fund, summarises the past month. India’s budget dispelled...

Erik Amcoff 6 March 2016
Higher dividends

Higher dividends

It was a reasonable month for Swedish equity investors, with rising prices and some recovery of January’s decline. The acute concern that the US is heading into recession has subsided,...

Simon Blecher 4 March 2016
Strong Swedish construction market

Strong Swedish construction market

The month was marked by an initial decline that turned into a recovery. The Carnegie Småbolagsfond fund rose in February by 0.4 percent, writes Viktor Henriksson in his fund manager’s...

Viktor Henriksson 3 March 2016
Brazil has bounced back

Brazil has bounced back

February was a rather eventful month for credit, particularly in selected sectors. The Carnegie Emerging Markets Corporate Bond fund strengthened in the second half of February, and ended the month...

Mikael Engvall 2 March 2016
Oil rules the market

Oil rules the market

February was another highly volatile month for stock markets, and Russia was no exception. Oil prices are generally a bellwether, with the Russian stock market tracking them up and down....

Fredrik Colliander 2 March 2016
Low valuations

Low valuations

World stock markets remained highly turbulent in February. Global macroeconomic factors, such as the outlook for US interest rates, oil prices and developments in China caused the market to fall...

Gunnar Påhlson 2 March 2016
Weakening SEK benefited the fund

Weakening SEK benefited the fund

Stronger commodity prices helped most African stock markets to rebound in February. The SEK also softened slightly against most African currencies, which favoured the Carnegie Afrikafond fund. It is worth...

Karin Fries 1 March 2016
Low expectations

Low expectations

After a troubled January and start to February, many securities markets have now stabilised. Equity prices have reclaimed much of their losses, and credit spreads have at least stopped widening....

John Strömgren 1 March 2016
Low expectations

Low expectations

After a troubled January and start to February, many securities markets have now stabilised. Equity prices have reclaimed much of their losses, and credit spreads have at least stopped widening....

John Strömgren 1 March 2016
Absence of new issues

Absence of new issues

February was largely as weak as January, but recovered slightly towards the end, especially in the equity market. This was also apparent in government bond markets, which fell at the...

Niklas Edman 1 March 2016