Insights
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...
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%)...
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...
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....
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....
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...
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...
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...
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...
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...
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...
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...
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...
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...