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Archive: September 2017

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One of the world’s best Russia portfolio managers

One of the world’s best Russia portfolio managers

Carnegie Fonder’s Russia portfolio management has been awarded Citywire’s very highest platinum rating. This is a recognition received by only 2 percent of the world’s Russia portfolio managers, and Fredrik...

Erik Amcoff 20 September 2017
Upping stake in Bufab
Carnegie Småbolagsfond

Upping stake in Bufab

The fund fell 1.3% in August as news reporting was dominated by developments in North Korea. This is naturally worrying, but our basic view is that none of those involved...

Viktor Henriksson 7 September 2017
Attracted to buy more Holmen
Carnegie Sverigefond

Attracted to buy more Holmen

For the first time in five years the Stockholm stock exchange has fallen for three consecutive months. It has underperformed a number of European and American markets and much of...

Simon Blecher 6 September 2017
Record-breaking stock market in Taiwan
Carnegie Asia

Record-breaking stock market in Taiwan

Following strong performance over the summer, Asian markets were softer in August. Carnegie Asia fell 0.1 percent this month. The escalation of military activity in the Korean Peninsula also led...

Gunnar Påhlson 5 September 2017
Avoiding the overvalued stars
Carnegie Strategifond

Avoiding the overvalued stars

With the summer months behind us we can look back on challenging markets conditions from the Swedish investor’s perspective. Most stock markets have lost value; not always in local currency,...

John Strömgren 5 September 2017
Indian all-time high
Carnegie Indienfond

Indian all-time high

Following strong performance over the early summer the Indian market fell back in August. Carnegie Indienfond fell 2.8 percent this month. India started the month by setting a new index...

Gunnar Påhlson 4 September 2017
It looks set to be a record year
Carnegie Emerging Markets Corporate Bond

It looks set to be a record year

Global emerging markets remain strong for corporate bonds. This is evidenced in a high level of activity by companies, and total issue volumes in 2017 look set to exceed the...

Mikael Engvall 4 September 2017
Balder redeems preference shares
Carnegie Corporate Bond

Balder redeems preference shares

The rise in long-term market rates has slowed in late summer. The reason is largely attributable to a lower risk appetite, while North Korea has added to the worries. The...

Niklas Edman 4 September 2017
Economic recovery in South Africa
Carnegie Afrikafond

Economic recovery in South Africa

August was an intensive political month in Africa. In South Africa it was decided that the vote of no confidence in Zuma would be held in private for the first...

Karin Fries 4 September 2017
Resolute Russian Central Bank
Carnegie Rysslandsfond

Resolute Russian Central Bank

The Russian market has risen sharply in dollar terms from its low, and the RTS dollar index has gained more than 12 percent since June. As krona-based investors we have...

Fredrik Colliander 4 September 2017
Avoiding the overvalued stars
Carnegie Strategy Fund

Avoiding the overvalued stars

With the summer months behind us we can look back on challenging markets conditions from the Swedish investor’s perspective. Most stock markets have lost value; not always in local currency,...

Erik Amcoff 1 September 2017