Close

Archive

Filter on

Fund
Buying Swedish land at a discount

Buying Swedish land at a discount

The stock market decline for major Swedish companies has now lasted over a year. March was certainly a positive month for Swedish equities, and was very positive for others including...

Simon Blecher 2 April 2016
Profits will determine the stock market

Profits will determine the stock market

Carnegie Strategifond rose 2.8 percent in March, which means the fund has now retaken January’s losses and has risen 0.5 percent since the start of the year. Given the Nordic...

John Strömgren 1 April 2016
Driven by oil and the ruble

Driven by oil and the ruble

The Russian market rose significantly at the beginning of the month, driven by rising oil prices and a stronger ruble. The rise was led by major oil companies Lukoil and...

Fredrik Colliander 1 April 2016
Investment programme to strengthen China’s growth

Investment programme to strengthen China’s growth

Asian markets were up in March. After a weak February for equities there was a bounce-back from greater global risk appetite, resulting in large flows of capital to Asia. Carnegie...

Gunnar Påhlson 1 April 2016
Eventful month for Africa

Eventful month for Africa

March saw financial reports, politics, and fluctuations in interest rates and currencies. Overall, the news was good, writes Karin Fries, fund manager of Carnegie Afrikafond. Almost all stock markets rose...

Karin Fries 1 April 2016
Increased risk appetite and higher inflows

Increased risk appetite and higher inflows

The Indian market developed positively in March. After a weak February for equities there was a bounce-back from greater global risk appetite, resulting in large flows of capital to emerging...

Gunnar Påhlson 1 April 2016
Have patience with India

Have patience with India

World stock markets remained highly turbulent in February. Global macroeconomic factors, such as the outlook for US interest rates, oil prices and developments in China, caused the market to fall...

Gunnar Påhlson 26 March 2016
Oil sector remains uncertain

Oil sector remains uncertain

February was another volatile month, and sentiment is still governed largely by macroeconomic news. Mona Stenmark, who manages the Carnegie Emerging Markets fund, summarises the past month. India’s budget dispelled...

Erik Amcoff 6 March 2016
Higher dividends

Higher dividends

It was a reasonable month for Swedish equity investors, with rising prices and some recovery of January’s decline. The acute concern that the US is heading into recession has subsided,...

Simon Blecher 4 March 2016
Strong Swedish construction market

Strong Swedish construction market

The month was marked by an initial decline that turned into a recovery. The Carnegie Småbolagsfond fund rose in February by 0.4 percent, writes Viktor Henriksson in his fund manager’s...

Viktor Henriksson 3 March 2016
Brazil has bounced back

Brazil has bounced back

February was a rather eventful month for credit, particularly in selected sectors. The Carnegie Emerging Markets Corporate Bond fund strengthened in the second half of February, and ended the month...

Mikael Engvall 2 March 2016
Oil rules the market

Oil rules the market

February was another highly volatile month for stock markets, and Russia was no exception. Oil prices are generally a bellwether, with the Russian stock market tracking them up and down....

Fredrik Colliander 2 March 2016
Low valuations

Low valuations

World stock markets remained highly turbulent in February. Global macroeconomic factors, such as the outlook for US interest rates, oil prices and developments in China caused the market to fall...

Gunnar Påhlson 2 March 2016
Weakening SEK benefited the fund

Weakening SEK benefited the fund

Stronger commodity prices helped most African stock markets to rebound in February. The SEK also softened slightly against most African currencies, which favoured the Carnegie Afrikafond fund. It is worth...

Karin Fries 1 March 2016