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Stillfront deserves more
Carnegie Småbolagsfond

Stillfront deserves more

Carnegie Småbolagsfond rose 1.5 percent in January. Stillfront was this month’s best holding, with a gain of 27 percent. Stillfront continues its successful combination of strong organic growth and value-adding...

Viktor Henriksson 10 February 2020
Exaggerated reactions in both directions
Carnegie Sverigefond

Exaggerated reactions in both directions

“As goes January, so goes the year,” is a popular expression from the other side of the Atlantic and, considering how the year began over there, it looks like being...

Simon Blecher 10 February 2020
Big profit gain for Mexican Qualitas
Carnegie Global

Big profit gain for Mexican Qualitas

Carnegie Global rose 2.7 percent in January, with currency effects contributing around 2.2 percent. Several of our portfolio companies reported for the full year 2019 in January, and the news...

Mikael Tarnawski-Berlin 6 February 2020
New holdings focus on energy efficiency and renewables
Carnegie Investment Grade

New holdings focus on energy efficiency and renewables

The news flow during the first month of the year was dominated by the coronavirus and its spread. This inevitably led to concerns in the markets globally. Long-term interest rates...

Mona Stenmark 5 February 2020
Expect Chinese stimulus
Carnegie Asia

Expect Chinese stimulus

Asian stock exchanges were weak in January. Carnegie Asia fell 1.6 % this month. Wuhan, China Asia’s stock exchanges began the year with rising prices after China provided economic stimulus...

Gunnar Påhlson 5 February 2020
Hoping from extra dividends from Volvo
Carnegie Strategifond

Hoping from extra dividends from Volvo

Most fund holdings have now posted fourth-quarter 2019 results. Volvo, SCA, Holmen and NCC were among those with positive results, and the numbers from SEB and Swedbank were also welcomed....

John Strömgren 4 February 2020
Focus on the secondary market
Carnegie High Yield Select

Focus on the secondary market

The year started with a continuation of the previous year’s strong sentiment, but quickly soured with US-Iran military tensions and the Chinese coronavirus spreading globally. Although the future is impossible...

Maria Andersson 4 February 2020
Strong Nordic market despite global concerns
Carnegie Corporate Bond

Strong Nordic market despite global concerns

The new year began similarly to last year, with good risk appetite and a continued search for returns. But the strong sentiment was abruptly impacted by US-Iran tensions and the...

Maria Andersson 4 February 2020
Indian profits impress
Carnegie Indienfond

Indian profits impress

The Indian market outperformed the rest of Asia in January. Carnegie Indienfond rose 2.2% this month. As faithful readers may have noted, it has been difficult to be impressed by...

Gunnar Påhlson 3 February 2020
Russian central climate plan
Carnegie Rysslandsfond

Russian central climate plan

Rysslandsfond rose steeply at the start of 2020, but the coronavirus outbreak in China hit the market and led to a sharp correction. Almost the entire gains for the year...

Fredrik Colliander 3 February 2020
“A great investment opportunity”

“A great investment opportunity”

“Low corruption, high transparency, good diversification and world leading companies that are focused on having sustainable businesses”. The arguments for Nordic credits are many, says credit manager Maria Andersson. In...

Erik Amcoff 31 January 2020
A veritable cash cow
Carnegie Sverigefond

A veritable cash cow

December was another strong month for the Stockholm stock market. A gain of around 2 percent made this year the best in a decade. Hand on heart, there were few...

Simon Blecher 13 January 2020
Bright future for undervalued Fenix
Carnegie Småbolagsfond

Bright future for undervalued Fenix

The Stockholm stock exchange rose 3.5 percent in December and Carnegie Småbolagsfond was up 5.9 percent. Fenix Outdoor, which owns the important Fjällräven brand, was the month’s most positive contributor...

Viktor Henriksson 9 January 2020
Chinese phone maker Xiaomi joins the portfolio
Carnegie Asia

Chinese phone maker Xiaomi joins the portfolio

Asian stock exchanges saw a strong end to the year. Carnegie Asia rose 3.4 percent in December. Over the full year the fund rose 21.2 percent, and given the starting...

Gunnar Påhlson 8 January 2020