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Strong reports from Zengun, Azerion and Catena Media
Carnegie High Yield Select

Strong reports from Zengun, Azerion and Catena Media

Globally, we have continued on the well-beaten path with the ongoing pandemic and all that that entails, economic anxiety after the gloomy GDP figures of the summer and companies that...

Daniel Gustafsson 8 September 2020
The primary market started moving when Teekay LNG, Kistefos and Heimstaden Bostad issued
Carnegie Corporate Bond

The primary market started moving when Teekay LNG, Kistefos and Heimstaden Bostad issued

The global trend has continued on the well-beaten path with the ongoing pandemic, less economic anxiety after moderate improvements in leading indicators, and companies and individuals still adjusting to a...

Niklas Edman 8 September 2020
“Stock markets are rising, long-term interest rates have moved slightly upwards, credit margins are shrinking and commodity prices are rising”
Carnegie Strategy Fund

“Stock markets are rising, long-term interest rates have moved slightly upwards, credit margins are shrinking and commodity prices are rising”

Coherent market movements indicate the world economy is strengthening. Stock markets are rising, long-term interest rates have moved slightly upwards, credit margins are shrinking and commodity prices are rising. In...

John Strömgren 8 September 2020
The world economy is strengthening
Carnegie Strategifond

The world economy is strengthening

Coherent market movements indicate the world economy is strengthening. Stock markets are rising, long-term interest rates have moved slightly upwards, credit margins are shrinking and commodity prices are rising. In...

John Strömgren 8 September 2020
“Impressed by how companies have managed the situation”
Carnegie Småbolagsfond

“Impressed by how companies have managed the situation”

Nasdaq Stockholm rose 3.7 percent in August and the Small Cap index was up 5.2 percent. Carnegie Småbolagsfond increased by 6.8 percent. As usual, we saw the last mid-year reports...

Viktor Henriksson 4 September 2020
The summer ended on a high note
Carnegie Investment Grade

The summer ended on a high note

The market regained its momentum in August, and there is significant demand from investors as a result of inflows and growing cash positions. This was of course reflected in great...

Mona Stenmark 3 September 2020
Is this realistic?
Carnegie Global

Is this realistic?

August was a good month for Carnegie Global, with a rise of 7.4 percent. Currency effects were negative, and without them the fund would have risen 8.4 percent. The biggest...

Mikael Tarnawski-Berlin 3 September 2020
Red-hot US markets spill over
Carnegie Sverigefond

Red-hot US markets spill over

US stock markets were hotter than ever in August, and some of these gains spilled over to Europe, including to Stockholm. Two steps forward and one step back remains the...

Simon Blecher 3 September 2020
Troubled times, but strong Russian reports
Carnegie Rysslandsfond

Troubled times, but strong Russian reports

Volatility remains low in the Russian market, but the strengthening krona continued to have a negative impact on NAV in August. Nonetheless, Carnegie Rysslandsfond rose 1 percent in SEK terms....

Fredrik Colliander 2 September 2020
The US and China are at war
Carnegie Asia

The US and China are at war

Although China demonstrated its strength by launching missiles in the South China Sea this week, this is not a military conflict but a trade war and a rhetorical war in...

Gunnar Påhlson 2 September 2020
Indian car industry close to full speed
Carnegie Indienfond

Indian car industry close to full speed

The Indian market was strong in August, and Carnegie Indienfond rose 3.3 percent. Despite an undiminished rise in Covid-19 numbers, with around 75,000 new cases daily, the Indian economy is...

Gunnar Påhlson 2 September 2020
Exchange rate fluctuations should not worry a long-term saver
Carnegie Global

Exchange rate fluctuations should not worry a long-term saver

The fund fell 1.9 percent in July. What distinguished July was that the Swedish krona strengthened against the US dollar. During the month, exchange rate changes cost 4.9 percent. Exchange...

Mikael Tarnawski-Berlin 6 August 2020
Strong report across the board
Carnegie Småbolagsfond

Strong report across the board

The Stockholm exchange rose 3.4 percent in July and the small cap index was up 7.6 percent. Carnegie Småbolagsfond gained 8.5 percent. As usual, July was influenced by the half-year...

Viktor Henriksson 6 August 2020
Impressive engineers
Carnegie Sverigefond

Impressive engineers

The coldest July in a long time for staycationers was somewhat warmed by the strong Stockholm exchange. The global recovery continues, with improving numbers from Swedish engineering companies, which announced...

Simon Blecher 6 August 2020