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Archive: April 2016

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Profit growth wanted

Profit growth wanted

March offered gains on the back of stimulus plans by many large economies, and the more stable trend in commodities continued, writes Mona Stenmark, fund manager of Carnegie Emerging Markets,...

Erik Amcoff 26 April 2016
Reduced exposure to equities

Reduced exposure to equities

Carnegie Strategy Fund rose 2.3 percent in March, which means the fund has now retaken January’s losses and has risen 0.4 percent since the start of the year. Given the...

John Strömgren 5 April 2016
No impact on Byggmax from lower tax breaks

No impact on Byggmax from lower tax breaks

Carnegie Småbolagsfond rose 2.5 percent in March, a month that saw gains for cyclicals in general and commodity companies in particular. This made an impression on automotive sub-supplier Haldex, which...

Viktor Henriksson 3 April 2016
Stron but volatile market

Stron but volatile market

The credit markets usually lag behind the more agile equity market. The stock market made a strong recovery in late February, but was relatively unchanged in March. In contrast, the...

Niklas Edman 2 April 2016
Buying Swedish land at a discount

Buying Swedish land at a discount

The stock market decline for major Swedish companies has now lasted over a year. March was certainly a positive month for Swedish equities, and was very positive for others including...

Simon Blecher 2 April 2016
Profits will determine the stock market

Profits will determine the stock market

Carnegie Strategifond rose 2.8 percent in March, which means the fund has now retaken January’s losses and has risen 0.5 percent since the start of the year. Given the Nordic...

John Strömgren 1 April 2016
Driven by oil and the ruble

Driven by oil and the ruble

The Russian market rose significantly at the beginning of the month, driven by rising oil prices and a stronger ruble. The rise was led by major oil companies Lukoil and...

Fredrik Colliander 1 April 2016
Investment programme to strengthen China’s growth

Investment programme to strengthen China’s growth

Asian markets were up in March. After a weak February for equities there was a bounce-back from greater global risk appetite, resulting in large flows of capital to Asia. Carnegie...

Gunnar Påhlson 1 April 2016
Eventful month for Africa

Eventful month for Africa

March saw financial reports, politics, and fluctuations in interest rates and currencies. Overall, the news was good, writes Karin Fries, fund manager of Carnegie Afrikafond. Almost all stock markets rose...

Karin Fries 1 April 2016
Increased risk appetite and higher inflows

Increased risk appetite and higher inflows

The Indian market developed positively in March. After a weak February for equities there was a bounce-back from greater global risk appetite, resulting in large flows of capital to emerging...

Gunnar Påhlson 1 April 2016