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Whitepapers, market comments and views from our managers and analysts.

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Humble – a new holding
Carnegie Småbolagsfond

Humble – a new holding

The fund adopted Humble as a new holding this month. We believe its acquisitions help to reduce the risk of any individual product or category falling away, without missing out...

Mattias Montgomery 6 October 2021
Optimistic despite nervous market
Carnegie Listed Private Equity

Optimistic despite nervous market

After a long period of gains, stock markets turned downward in September and all major indices outside Japan and China were negative. As in previous periods of turbulence, Carnegie Listed...

Tom Berggren 6 October 2021
Pulp and paper stocks have fallen so the fund is expanding in Holmen
Carnegie Strategifond

Pulp and paper stocks have fallen so the fund is expanding in Holmen

The fund reduced its share of equities in August to reduce risk. This proved timely as equities have underperformed since then. There are many explanations, but the overarching reasons are...

John Strömgren 5 October 2021
Focus on inflation and supply chains
Carnegie Sverigefond

Focus on inflation and supply chains

September’s stock market was in many ways more dramatic than the index suggests. The market’s focus fell on supply chain bottlenecks and the associated inflation, and to some extent on...

Mattias Sjödin 5 October 2021
Novatek signs UN Global Compact
Carnegie Rysslandsfond

Novatek signs UN Global Compact

Global markets had a turbulent time in September. But in Russia the rise continued, with the market noting a new ten-year high. The reason, of course, is the ever-increasing price...

Fredrik Colliander 5 October 2021
Volatile equity markets in September
Carnegie High Yield Select

Volatile equity markets in September

September was volatile for stock markets, with global equity indices falling 3–5 percent. Global credit markets were more mixed. Indications of a reduction in support purchases, hawkish signals and varied...

Daniel Gustafsson 5 October 2021
India’s IT services sector is making money hand over fist
Carnegie Indienfond

India’s IT services sector is making money hand over fist

The Indian market continued its strong upward trend in August. The pandemic is ongoing in the background but is receiving less and less attention, and is no longer hindering the...

Gunnar Påhlson 6 September 2021
KKR is undervalued
Carnegie Global

KKR is undervalued

Currency effects were positive in August, adding 0.3 percentage points. The biggest winners were Ryman Healthcare, The New York Times and Salesforce, and the biggest losers were Mastercard, Qualitas and...

Mikael Tarnawski-Berlin 6 September 2021
Greater focus on Russian carbon emissions
Carnegie Rysslandsfond

Greater focus on Russian carbon emissions

Like the fund, the Russian market continued to rise in August. It has remained favourable for commodity-related assets, and high gas prices in Europe have benefited Russian gas companies. Russian...

Karin Fries 6 September 2021
IPOs are now expected to join bids and mergers
Carnegie Fastighetsfond

IPOs are now expected to join bids and mergers

Real estate companies performed well this month, both operationally (Q2 results) and on the stock exchange. The strong upward trend for real estate that began on the stock exchange in...

Jonas Andersson 3 September 2021
China’s common prosperity initiative
Carnegie Asia

China’s common prosperity initiative

One threat to future growth is that China’s population is now shrinking, for the first time in forty years. China is approaching a Japan scenario, with an increasing proportion of...

Gunnar Påhlson 3 September 2021
This month’s performer: Garmin

This month’s performer: Garmin

Global equities had another positive month in August, the seventh in a row. Non-cyclical companies performed well during the first weeks of the month as long-term market interest rates began...

Emanuel Furubo 3 September 2021
Real estate companies we like: Diös, Stendörren and Amasten
Carnegie Småbolagsfond

Real estate companies we like: Diös, Stendörren and Amasten

2021 has been a strong year for real estate. It is tough to identify companies in the sector that can continue to deliver cash flow growth without bearing high risk...

Mattias Montgomery 3 September 2021
Stable flows mean allocation opportunities
Carnegie High Yield Select

Stable flows mean allocation opportunities

The European credit market was stable in August, while growth indicators are trending back, as are inflation concerns, and both the Fed and the ECB are preparing the markets for...

Daniel Gustafsson 3 September 2021