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Three new funds for you to invest in

Three new funds for you to invest in

We are finally able to share with you some exciting news. Three niche and actively managed funds, as foundation investments or as a little extra spice in your portfolio. Carnegie...

Carnegie Fonder 13 April 2021
Aurelius, KKR and Compass report strong profit growth
Carnegie Listed Private Equity

Aurelius, KKR and Compass report strong profit growth

Carnegie Listed Private Equity returned 6.1 percent in March and has risen 15 percent since the start of the year. The best performers this month were Aurelius (+42.3%), Onex (+14.7%)...

Tom Berggren 12 April 2021
March 2021 – a completely different story
Carnegie Sverigefond

March 2021 – a completely different story

Do you remember March last year? Everyone was talking about Covid, deaths reached Europe in earnest, countries shut down, health care was having a tough time, and towards the end...

Simon Blecher 9 April 2021
Investments in social bonds linked to integration, adapted housing, mental health and poverty
Carnegie Investment Grade

Investments in social bonds linked to integration, adapted housing, mental health and poverty

The news continues to revolve around the pace of vaccination, and unfortunately the situation seems to be deteriorating in some countries, while in others it has come a long way....

Mona Stenmark 8 April 2021
Greater exposure to Specialfastigheter
Carnegie Obligationsfond

Greater exposure to Specialfastigheter

After significantly higher interest rates in February, developments in March were much calmer. The month’s inflation figures came in lower than expected, which may create some concerns for the Riksbank....

Mona Stenmark, Mikael Engvall 8 April 2021
Component shortages mean more demand for production capacity
Carnegie Strategifond

Component shortages mean more demand for production capacity

The industrial economy continues to grow despite pandemic closures. Historically large fiscal and monetary stimulus in the United States has led to raised growth expectations, and an apparently successful vaccination...

John Strömgren 7 April 2021
Hot demand for aircon in 40-degree India
Carnegie Indienfond

Hot demand for aircon in 40-degree India

The Indian market was strong in March. Carnegie Indienfond rose 7.1 percent. An impressive 5 percent currency gain contributed to the performance. The Indian financial year 2020/21 closed with a...

Gunnar Påhlson 7 April 2021
Tighter regulation of fintechs
Carnegie Asia

Tighter regulation of fintechs

March is often a weak month in Asia as a result of the stock market accelerating too fast ahead of the Chinese New Year, which occurs in February. This was...

Gunnar Påhlson 7 April 2021
New holdings: Assa Abloy, Vestas Wind Systems and TSMC
Carnegie Global Quality Companies

New holdings: Assa Abloy, Vestas Wind Systems and TSMC

The fund returned 8.3 percent this month, and has therefore risen 8.8 percent so far this year. The most profitable sectors were finance companies and stable consumer goods, both of...

Simon Reinius, Emanuel Furubo 7 April 2021
Bid for one of the fund’s largest holdings
Carnegie Fastighetsfond

Bid for one of the fund’s largest holdings

The mergers and bids continue in the real estate sector. At the end of the month, little brother Corem presented an offer for big brother Klövern. Even before the bid...

Jonas Andersson 7 April 2021
Good results for InterRao, LSR, Mail, Polymetal, Alrosa and Lukoil
Carnegie Rysslandsfond

Good results for InterRao, LSR, Mail, Polymetal, Alrosa and Lukoil

Carnegie Rysslandsfond rose 6 percent this month despite no reduction in the risk of sanctions. The weaker krona helped the fund to rise in Swedish currency. Oil prices also had...

Fredrik Colliander 6 April 2021
New chapter for Ratos
Carnegie Småbolagsfond

New chapter for Ratos

At the end of the month, the fund took in Ratos as one of its largest holdings. We believe the market has entirely forgotten this company, which ten years ago...

Mattias Montgomery 6 April 2021
All-time high
Carnegie Global

All-time high

Carnegie Global A rose 6.9 percent this month. Currency effects were positive and added 3.1 percent. The biggest winners were HCA, Progressive and KKR, and the only holding that performed...

Mikael Tarnawski-Berlin 6 April 2021
Investments in resource efficiency, renewable energy and green fuels
Carnegie All Cap

Investments in resource efficiency, renewable energy and green fuels

We leave the first quarter and a year of pandemic behind us. Covid still frames everything that happens, but the tone has changed as vaccinations have started and the economy...

Anna Strömberg 6 April 2021