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Archive: December 2017

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“AA-rated manager handed Nordic HY fund”

“AA-rated manager handed Nordic HY fund”

Citywire writes about Carnegie High Yield Select, our new Nordic-focused high yield fund managed by AA-rated Niklas Edman and Maria Andersson..

Erik Amcoff 21 December 2017
New exposure to Volvo Cars
Carnegie Emerging Markets Corporate Bond

New exposure to Volvo Cars

After a relatively strong market during the year as a whole with increasingly tighter credit margins, we experienced a period of somewhat weaker development in late autumn, along with a...

Mikael Engvall 6 December 2017
The future looks bright for Nordax
Carnegie Småbolagsfond

The future looks bright for Nordax

Carnegie Småbolagsfond fell by 1.3% in November, a weak month for Nasdaq Stockholm. The Small Cap Index dipped 2.1% and the OMX Stockholm PI fell 3.5%. Dometic, one of the...

Viktor Henriksson 6 December 2017
Record-low inflation in Russia
Carnegie Rysslandsfond

Record-low inflation in Russia

Carnegie Rysslandsfond rose 1.14% in November. An oil price well above USD 60 is propping up the market to a certain extent, but the Russia investigation in the US is...

Fredrik Colliander 6 December 2017
Balanced bonds and equities
Carnegie Strategifond

Balanced bonds and equities

Development was relatively weak in November in European equity markets, particularly in Sweden. The euro appreciated against most currencies, which is one explanation for the trend, but the Swedish krona...

John Strömgren 6 December 2017
Balanced bonds and equities
Carnegie Strategy Fund

Balanced bonds and equities

Development was relatively weak in November in European equity markets, particularly in Sweden.  The euro appreciated against most currencies, which is one explanation for the trend, but the Swedish krona...

John Strömgren 6 December 2017
Profit growth high in the holdings
Carnegie Indienfond

Profit growth high in the holdings

The Indian economy grew by 6.3% in the last quarter, a bit better than the preceding quarter, when activity weakened due to the national VAT system introduced in July. In...

Gunnar Påhlson 6 December 2017
High number of Nordic issues
Carnegie Corporate Bond

High number of Nordic issues

The hot topic in November was still the Swedish housing market. The extent to which the stricter amortisation requirement approved by the Government at the end of the month will...

Niklas Edman 6 December 2017
Environmental issues a priority in China
Carnegie Asia

Environmental issues a priority in China

After the party congress in China in October, which contributed to the market upturn last month, the flow of good news slowed. The report season in China was very strong...

Gunnar Påhlson 6 December 2017
Impressive numbers from Naspers
Carnegie Afrikafond

Impressive numbers from Naspers

Carnegie Afrikafond rose 5.7 percent in November and all major markets developed well. Several national currencies strengthened against the dollar, further benefiting the markets. The South African market was strong,...

Karin Fries 6 December 2017
When will the US market drop?
Carnegie Sverigefond

When will the US market drop?

Two steps forward, one step back has characterised the market upturn over the past year, so the downturn in November was perhaps not particularly surprising. Nasdaq Stockholm fell by more...

Simon Blecher 6 December 2017