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Why invest in Nordic credits?

Why invest in Nordic credits?

  The Nordic market offers many opportunities for investors. Lower debt levels than European equivalents, good sector and currency diversification and the region is forefront of the market for green...

David Östman 20 April 2019
Why invest in Nordic credits?
Carnegie Corporate Bond

Why invest in Nordic credits?

  The Nordic market offers many opportunities for investors. Lower debt levels than European equivalents, good sector and currency diversification and the region is forefront of the market for green...

David Östman 20 April 2019
Buyback at a fine premium
Carnegie High Yield Select

Buyback at a fine premium

The first quarter of 2019 can be summed up as very strong, and the markets seem to have forgotten the autumn’s rough slump. Activity in the primary market increased during...

Maria Andersson 5 April 2019
Another strong month
Carnegie Corporate Bond

Another strong month

Following a very strong start to 2019, March saw continued strong sentiment but with higher volatility, in line with weaker macroeconomic indicators, primarily in Europe and China. In the US,...

Niklas Edman 5 April 2019
More parts of ABB to come
Carnegie Sverigefond

More parts of ABB to come

Worldwide stock exchanges continued upward in March, but Stockholm failed to fully keep pace, largely due to some of our banks. Swedbank continued downward, and even Nordea and, particularly, SEB...

Simon Blecher 5 April 2019
Troubling yield curve
Carnegie Strategifond

Troubling yield curve

The perceptions of where our economy is heading diverged between the equity and fixed income markets in March. The stock markets consolidated the good gains made during the first two...

John Strömgren 4 April 2019
Bigger stake in upgraded Alrosa
Carnegie Emerging Markets Corporate Bond

Bigger stake in upgraded Alrosa

We continued to see inflows to corporate bonds in the world’s emerging markets during March, which gave further support to the market. Although the activity level in the primary market...

Mona Stenmark 4 April 2019
World-leading private equity firm at seven times earnings
Carnegie Global

World-leading private equity firm at seven times earnings

We start with the bad news. Bayer lost a trial in the United States when a jury concluded its Roundup product had given a user cancer. This was a little...

Mikael Tarnawski-Berlin 4 April 2019
Strong ad market lays ground for M&As
Carnegie Småbolagsfond

Strong ad market lays ground for M&As

March was another month of stock market gains, albeit at a slower pace compared to early in the year. The fund rose 1.9 percent in March. Stillfront has had a...

Viktor Henriksson 4 April 2019
Risk appetite expected to rise in Asia
Carnegie Asia

Risk appetite expected to rise in Asia

Asian markets continued upward in March. Carnegie Asia rose 2.8 % and is up 13.0% so far this year. Three important factors governed performance and risk appetite this month. The...

Gunnar Påhlson 4 April 2019
Strong Indian banks
Carnegie Indienfond

Strong Indian banks

Carnegie Indienfond rose 8.2 percent in March. Just back from a week in Mumbai, with nineteen company meetings, I can conclude that the financial sector looks most interesting right now....

Gunnar Påhlson 4 April 2019
Russian market still hesitant
Carnegie Rysslandsfond

Russian market still hesitant

The Russian market is buoyed by relatively high oil prices, but news on sanctions is creating some volatility. For example, a brief headline that US authorities are prepared to implement...

Fredrik Colliander 4 April 2019