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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
Low expectations

Low expectations

After a troubled January and start to February, many securities markets have now stabilised. Equity prices have reclaimed much of their losses, and credit spreads have at least stopped widening....

John Strömgren 1 March 2016
Low expectations

Low expectations

After a troubled January and start to February, many securities markets have now stabilised. Equity prices have reclaimed much of their losses, and credit spreads have at least stopped widening....

John Strömgren 1 March 2016
Absence of new issues

Absence of new issues

February was largely as weak as January, but recovered slightly towards the end, especially in the equity market. This was also apparent in government bond markets, which fell at the...

Niklas Edman 1 March 2016
from banks to real estate

from banks to real estate

Economic concerns persisted in January. How has this affected the Carnegie Strategy fund? John Strömgren, who manages the fund, talks about this in his monthly comment. The economic turmoil that...

John Strömgren 2 February 2016
“As goes January, so goes the year”

“As goes January, so goes the year”

As goes January, so goes the year, says the old adage. Given that the Stockholm exchange fell over 7 percent in January, we hope there is no truth in these...

Simon Blecher 2 February 2016
Chinese markets remain a concern

Chinese markets remain a concern

The new year began with very weak stock markets, both in Asia and globally. The fund fell by 4.8 percent, writes Gunnar Påhlson, who manages the Carnegie Asia fund, in...

Gunnar Påhlson 2 February 2016
Elanders was this months gem

Elanders was this months gem

2016 began with falling share prices. The Stockholm exchange fell 7.1 percent and the small cap index 8.5 percent. The Carnegie Småbolagsfond fund lost 7.3 percent. Elanders was again a...

Viktor Henriksson 2 February 2016
Switching from banks to real estate

Switching from banks to real estate

Economic concerns persisted in January. How has this affected the Carnegie Strategifond fund? John Strömgren, who manages the fund, talks about this in his monthly comment. The economic turmoil that...

John Strömgren 2 February 2016
Nervous breakdown continues

Nervous breakdown continues

Unfortunately, January 2016 started on a really weak note, and concerns about Chinese growth and continued geopolitical tensions have not been positive for risk sentiment. Stock markets have fallen broadly,...

Niklas Edman 2 February 2016