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Privatisation will increase revenues
Carnegie Rysslandsfond

Privatisation will increase revenues

The Russian stock market performed well in September. Russia’s gains of 4.5 percent in US dollars are much better than, for example, Europe and the United States, which were broadly...

Fredrik Colliander 2 October 2016
Hopes of normal interest rates
Carnegie Corporate Bond

Hopes of normal interest rates

September was marked by turmoil in the banking market. Deutsche Bank came under most fire, with large potential fines from US authorities and after the German government stated that the...

Niklas Edman 1 October 2016
Russia benefits from reduced oil production
Carnegie Emerging Markets

Russia benefits from reduced oil production

Emerging markets offered further gains in September, partly helped by the Fed’s cautious stance on interest rate hikes. Mona Stenmark, manager of the Carnegie Emerging Markets fund, summarises the events...

Mona Stenmark 1 October 2016
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admin 22 September 2016
Shadow ratings probed and abolished
Carnegie Corporate Bond

Shadow ratings probed and abolished

Jackson Hole, an annual symposium for central banks (rather like a sci-fi convention for economists), was regarded by the market as non-news and the Fed chair’s speech did not significantly...

Niklas Edman 7 September 2016
More China in the fund
Carnegie Asia

More China in the fund

Asian markets rose again in August, but at a slower pace. Carnegie Asia rose 1.6 percent. Gunnar Påhlson, who manages the fund, sums up the past month. There was something...

Gunnar Påhlson 7 September 2016
Capital flowing to Asia
Carnegie Indienfond

Capital flowing to Asia

The Indian market continued its upward journey, with rising share prices in August. The Carnegie Indienfond fund’s value rose 2.7 percent during the month. Global capital continues to flow to...

Gunnar Påhlson 7 September 2016
Good value in Industrivärden
Carnegie Sverigefond

Good value in Industrivärden

August was a fairly good month for global stock markets, and Stockholm was no exception. Some days there was the usual worry of missing out on gains, and that in...

Simon Blecher 7 September 2016
Still believing in real estate
Carnegie Småbolagsfond

Still believing in real estate

Stockholm has been named as the world’s strongest office market. Positive news for the Carnegie Småbolagsfond fund, which rose 3.3 percent in August. Fenix Outdoor was the fund’s best stock,...

Viktor Henriksson 7 September 2016
All-time high
Carnegie Rysslandsfond

All-time high

Oil prices rose sharply during the month. The Russian market also gained, but not at nearly the same pace. From a historical perspective the market is now quite expensive, which...

Fredrik Colliander 5 September 2016
The calm before the storm?
Carnegie Strategy Fund

The calm before the storm?

Equity prices are rising despite falling corporate profits. John Strömgren, manager of Carnegie Strategy Fund, explains why in his fund manager comments. August was a good month for Carnegie Strategy...

John Strömgren 4 September 2016
Spreads increasingly tight
Carnegie Emerging Markets Corporate Bond

Spreads increasingly tight

Emerging market issuers had another strong month in August. Alongside tighter credit spreads we observed slightly higher US market interest rates, which somewhat dampened the performance. Despite this, the Carnegie...

Mikael Engvall 2 September 2016
Concern over bank stocks
Carnegie Afrikafond

Concern over bank stocks

August was a turbulent month on African equity and currency markets. Most stable was North Africa, where the Egyptian market rose 2 percent. Karin Fries, who manages the Carnegie Afrikafond...

Karin Fries 2 September 2016
The calm before the storm?
Carnegie Strategifond

The calm before the storm?

Equity prices are rising despite falling corporate profits. John Strömgren, manager of Carnegie Strategifond, explains why in his fund manager comments. August was a good month for Carnegie Strategifond. The...

John Strömgren 1 September 2016