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Russia is in a unique situation
Carnegie Rysslandsfond

Russia is in a unique situation

Fredrik Colliander has invested in the Russian market since the Soviet Union’s dissolution and has with his experience a good insight into Russia. In a filmed interview, Fredrik tells us...

Kristina Flintull 16 March 2018
A troubled month
Carnegie High Yield Select

A troubled month

February was generally a troubled month, with volatile exchanges and a weak credit market, but it recovered towards the end. Carnegie High Yield Select experienced relatively good and stable development...

Niklas Edman 7 March 2018
The importance of diversification
Carnegie Strategifond

The importance of diversification

Securities markets were marked by inflation worries in early February. American statistics suddenly showed that wage increases had accelerated, something that pundits had long awaited. Expectations of higher interest rates...

John Strömgren 6 March 2018
Lebara has questions to answer
Carnegie Corporate Bond

Lebara has questions to answer

Risk appetite was somewhat mixed in February as a result of more tightening signals from central banks and subsequent interest rate upticks. However, Nordic credits did relatively well in comparison...

Niklas Edman 6 March 2018
Peab is building everything
Carnegie Småbolagsfond

Peab is building everything

Carnegie Småbolagsfond rose 1.1 percent in February while the small cap index was down 1.1 percent and the broad Stockholm index was down 0.7 percent. Nordax was the month’s best...

Viktor Henriksson 6 March 2018
A stream of Chinese capital
Carnegie Asia

A stream of Chinese capital

Asian markets fell broadly in February, while Carnegie Asia’s value remained unchanged over the month. The performance was a mirror image of that in January, with the market falling 5%...

Gunnar Påhlson 5 March 2018
Bad news but good reports
Carnegie Indienfond

Bad news but good reports

Share prices continued to fall on the Indian market in February, and the fund fell 0,8 percent. In fact, the stock market was down more than this in local currency,...

Gunnar Påhlson 5 March 2018
Fine performance for Norwegian B2
Carnegie Emerging Markets Corporate Bond

Fine performance for Norwegian B2

February was a challenging month for global emerging markets. Risk aversion expanded in parallel with rising US long-term interest rates, and we saw credit margins widen for bonds in emerging...

Mikael Engvall 5 March 2018
Russian IT companies are growing rapidly
Carnegie Rysslandsfond

Russian IT companies are growing rapidly

February was highly volatile, both internationally and in Russia. Carnegie Rysslandsfond rose 3.5 percent. The big surprise was that Sergey Galitsky, the founder and main shareholder of Russia’s largest retail...

Fredrik Colliander 5 March 2018
SKF cheaper than in several years
Carnegie Sverigefond

SKF cheaper than in several years

The turmoil that intensified in mid-January continued in February and, at times, world stock markets were sharply down, although a recovery − probably temporary − towards the end of the...

Simon Blecher 5 March 2018
Good profits and growth signals
Carnegie Afrikafond

Good profits and growth signals

The news from African markets in February was dominated by South Africa. Jacob Zuma finally resigned in the middle of the month, and Cyril Ramaphosa was sworn in as the...

Karin Fries 2 March 2018
The importance of diversification
Carnegie Strategy Fund

The importance of diversification

Securities markets were marked by inflation worries in early February. American statistics suddenly showed that wage increases had accelerated, something that pundits had long awaited. Expectations of higher interest rates...

John Strömgren 1 March 2018