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Hoist is the fund’s heavyweight

Hoist is the fund’s heavyweight

May was a good month for the Carnegie Småbolagsfond fund, which rose 4.8 percent, and many of the holdings performed well. May was an eventful month for Hoist Finance. The...

Viktor Henriksson 8 June 2016
Philippines and India are strong

Philippines and India are strong

The upticks in earlier months lost momentum in May as a strong dollar hampered the positive trend for emerging market exchanges. This is according to Jan-Olov Olsson of the Carnegie...

Erik Amcoff 5 June 2016
Fine reports from a hot India

Fine reports from a hot India

The Indian market performed very strongly in May, and the Carnegie Indienfond fund rose in value by 5.4 percent. Fund manager Gunnar Påhlson talks about the past month. The Indian...

Gunnar Påhlson 5 June 2016
Not worth the risk

Not worth the risk

We’re often asked by unit holders how we actively allocate within our funds. This issue is particularly relevant to the Strategy Fund and the Strategifond, since these are able to...

John Strömgren 5 June 2016
Not worth the risk

Not worth the risk

We’re often asked by unit holders how we actively allocate within our funds. This issue is particularly relevant to the Strategy Fund the Strategifonden fund, since these are able to...

John Strömgren 5 June 2016
Where is the stock market heading?

Where is the stock market heading?

The Stockholm exchange perked up as the warmth returned to Sweden, and May saw a rise in excess of 2 percent. However, the gains were narrow and the market was...

Simon Blecher 5 June 2016
Russian gains came to a halt

Russian gains came to a halt

The strong rise we saw in the beginning of the year came to a halt in May, and the market stabilised. The market was certainly volatile, but we did not...

Fredrik Colliander 5 June 2016
Weak dollar benefits Asian stock exchanges

Weak dollar benefits Asian stock exchanges

Asian markets were strong in May. The Carnegie Asia fund rose in value by 4.1 percent. Markets were up in March, corrected in April and rose again in May. Asia...

Gunnar Påhlson 5 June 2016
Exciting times

Exciting times

While the US central bank is sending signals that it may once again be time to raise interest rates, the European Central Bank continues to stimulate the economy through measures...

Niklas Edman 1 June 2016
Volvo inspires confidence

Volvo inspires confidence

Most of the world’s major exchanges rose in April, with Stockholm no exception. But while the US markets plough towards record highs, Sweden is 20 percent below last year’s peak....

Simon Blecher 6 May 2016
Return of new issues

Return of new issues

The credit market continued to be relatively strong in April, says Babak Houshmand, the manager of the Carnegie Corporate Bond fund. This was driven partly by the big declines in...

Erik Amcoff 6 May 2016
Oil makes a comeback

Oil makes a comeback

The global rise in risk asset prices continued in April. This month’s rally was driven by increasingly rapid credit expansion in China, mainly looking to the commodities market, and a...

Fredrik Colliander 6 May 2016
April – a month for banks

April – a month for banks

It was a relatively calm month for African stock markets. The generally somewhat higher commodity prices benefited exchange rates in several countries, and the Zambian kwacha, for example, strengthened, making...

Karin Fries 6 May 2016
China’s housing market takes off

China’s housing market takes off

Asian stock markets were weaker in April, after a small rally in March. The Carnegie Asia fund fell in value by 1.8 percent. China reported economic data, with GDP growth...

Gunnar Påhlson 6 May 2016