Archive
Fixed income funds reopen
On Friday, Carnegie Fonder decided to suspend trading in funds that invest in corporate bonds. As a consequence of the substantial turbulence in the market, there was a risk that...
Fund trading suspended
The prevailing exceptional market turmoil has led to uncertainty in the pricing of corporate bonds. Carnegie Fonder has therefore decided to suspend trading in the funds that invest in corporate...
Blecher: “Experience suggests that the market turns before the economy”
A global financial crisis that cannot be halted. The Covid-19 crisis is unique, and is fundamentally changing many parts of our society. But we are long-term owners of well-managed companies,...
Credit portfolio managers: “A need for liquidity”
Stock markets are crashing, as are the credit markets. What is the reaction of Carnegie Fonder’s fixed income managers to the Covid-19 crisis? Niklas Edman and Mikael Engvall provide their...
The downside to index tracking
Carnegie Indienfond fell 4.1 % this month. Around forty cases of coronavirus were registered in India this past week. All appear to have been infected abroad. India already has plenty...
Expect more Chinese support
Carnegie Asia fell 1.3 % this month. By now, it is no surprise to anyone that the spread of the coronavirus has completely dominated news reporting and the stock market...
Winners from staying home
The stock market slide has been widespread and, broad brush, both sectors and individual stocks have fallen equally far. This makes it smart to seek out stocks with a good...
More cash and focus on liquidity
February began strongly, with increased risk appetite. Stock exchanges widely rose after a somewhat weaker end to January. However, sentiment swung sharply in the last week of February after news...
Correction with opportunities
February was mostly characterised by continued good risk sentiment and new records on world stock exchanges. But the upturn came to an abrupt end when the market became aware of...
Increasing in Atrium Ljungberg after stock slide
While the coronavirus mainly remained in China, the securities markets were calm. But once it became established in northern Italy the impact was all the greater. Equity markets fell broadly...
Attractive issue from Kinnevik
February news revolved around the coronavirus and its spread, which accelerated outside China. This, of course, countered the indications that the infection rate was actually slowing down in China. Concerns...
A clear over-reaction
February was a turbulent month, fuelled by fears of a coronavirus pandemic. Carnegie Global fell 7.5 percent. By the weekend of February 22-23, it was clear the coronavirus had gained...
Why is Securitas falling?
While the Stockholm exchange, Sverigefond and most other assets fell quite sharply in February as the coronavirus spread across Europe, one of our shares, Securitas, took a particularly brutal beating....
Coronavirus infects Moscow exchange
The continued spread of the coronavirus at the end of February caused world stocks to fall sharply. The Russian market was no exception, falling a full 14 percent in Swedish...