Close

CF Insights: Carnegie Corporate Bond

Filter on

Fund
Volatility creates attractive investment opportunities
Carnegie Corporate Bond

Volatility creates attractive investment opportunities

Year-end is approaching, and the market has become somewhat saturated after the autumn’s high pace of primary transactions and relatively neutral fund flows. Along with historically low credit margins and...

Maria Andersson 3 December 2021
Link Mobility beat expectations
Carnegie Corporate Bond

Link Mobility beat expectations

This August we noted that long-term interest rates rose somewhat after the spring dip. The US Fed meeting in Jackson Holes was high on everyone’s news agenda but did not...

Maria Andersson 2 September 2021
Some fears of a US rate hike
Carnegie Corporate Bond

Some fears of a US rate hike

The market remained focused on interest rates and inflation in July. There was a large downtick in long-term market rates, which might seem strange given that the economy is heading...

Maria Andersson 4 August 2021
SSAB issued a sustainability bond aimed at cutting greenhouse gas emissions by 10 percent by 2025
Carnegie Corporate Bond

SSAB issued a sustainability bond aimed at cutting greenhouse gas emissions by 10 percent by 2025

Inflation risks are still present, and one thing worth mentioning on this theme is that the US Federal Reserve now expects interest rate increases in 2023 rather than in 2024....

Niklas Edman 5 July 2021
Investments in Storskogen, Stillfront, Nibe and Lakers Group
Carnegie Corporate Bond

Investments in Storskogen, Stillfront, Nibe and Lakers Group

After a relatively strong reporting season and the gradual reopening from the pandemic, inflation and long-term interest rates remain in the spotlight, with the key issue being how persistent inflation...

Daniel Gustafsson 4 June 2021
Pre-pandemic levels in global credit markets
Carnegie Corporate Bond

Pre-pandemic levels in global credit markets

The reporting season has started with great strength. This has continued to drive asset prices, with both stock exchanges and global credit markets trading at pre-pandemic levels. As reopening progresses...

Daniel Gustafsson 7 May 2021
Investments in IF, ICA and Vantage Towers
Carnegie Corporate Bond

Investments in IF, ICA and Vantage Towers

This month saw a sturdy risk appetite, with rising share prices driven by generally robust year-end reports and further boosted by central bank stimulus and a firm belief that restrictions...

Niklas Edman 6 April 2021
Widened focus after surprising reporting season
Carnegie Corporate Bond

Widened focus after surprising reporting season

The market’s focus widened in February after having concentrated only on Covid-19 and its impact on corporate earnings in recent months. After a surprisingly strong reporting season, the big talking...

Daniel Gustafsson 4 March 2021
Stable Nordic market
Carnegie Corporate Bond

Stable Nordic market

January continued on an unchanged track, but with some volatility. The month started on a positive tone, with vaccination success and huge new stimulus packages from Biden. However, the second...

Niklas Edman 3 February 2021
Vaccination launch drives risk appetite
Carnegie Corporate Bond

Vaccination launch drives risk appetite

Covid, Covid, Covid! After dominating the news flow for almost a year, vaccine approvals and launches drove risk appetite this month. Investors see a light at the end of the...

Niklas Edman 7 January 2021
Investments in Mercell, Epiroc and Storm Real Estate
Carnegie Corporate Bond

Investments in Mercell, Epiroc and Storm Real Estate

The worries about elections and the virus that caused global financial markets to quake at the end of October disappeared as quickly as they arose. Fears that the US presidential...

Niklas Edman 3 December 2020
Global markets have been characterized by the uncontrolled spread of the virus
Carnegie Corporate Bond

Global markets have been characterized by the uncontrolled spread of the virus

Despite strong reports this month, global markets were largely steered by the uncontrolled spread of infection. Worries about new lockdowns are creating some concern that the effects of the virus...

Niklas Edman 2 November 2020
Bonava and Bulk Infrastructure greens
Carnegie Corporate Bond

Bonava and Bulk Infrastructure greens

The autumn rains in the second half of September brought a pause to the recovery in global financial markets, primarily driven by news of Covid’s widespread advance, technical factors like...

Niklas Edman 2 October 2020
The primary market started moving when Teekay LNG, Kistefos and Heimstaden Bostad issued
Carnegie Corporate Bond

The primary market started moving when Teekay LNG, Kistefos and Heimstaden Bostad issued

The global trend has continued on the well-beaten path with the ongoing pandemic, less economic anxiety after moderate improvements in leading indicators, and companies and individuals still adjusting to a...

Niklas Edman 8 September 2020