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The summer ended on a high note
Carnegie Investment Grade

The summer ended on a high note

The market regained its momentum in August, and there is significant demand from investors as a result of inflows and growing cash positions. This was of course reflected in great...

Mona Stenmark 3 September 2020
Signs of resilience and stability in the real estate sector
Carnegie Investment Grade

Signs of resilience and stability in the real estate sector

The high summer month of July was calm as expected, and we saw limited activity in the primary market. The market is dominated by buyers, which drives up prices and...

Mona Stenmark 5 August 2020
Focus on Q2 company reports
Carnegie Investment Grade

Focus on Q2 company reports

The credit market’s development in June followed the one we saw in May, with a high level of activity and increasingly tight credit margins. The coronavirus is still in focus,...

Mona Stenmark 2 July 2020
Strong month for credits
Carnegie Investment Grade

Strong month for credits

Covid-19 continues to dominate the global news flow. Most countries are gradually opening up, and there seems to be some slowing of the spread. The performance of the credit market...

Mona Stenmark 2 June 2020
Three-year green bond from Sveaskog
Carnegie Investment Grade

Three-year green bond from Sveaskog

The late-March trend persisted in April, with stabilising prices and buyers returning. Carnegie Investment Grade rose 1.28 percent this month. The Riksbank kept interest rates unchanged and prioritised other crisis...

Mona Stenmark 5 May 2020
Tentative buyers return
Carnegie Investment Grade

Tentative buyers return

With a highly turbulent month behind us there is hope of a more stable future. The progress of the coronavirus has caused great concern globally, and it is still difficult...

Mona Stenmark 2 April 2020
Credit portfolio managers: “A need for liquidity”

Credit portfolio managers: “A need for liquidity”

Stock markets are crashing, as are the credit markets. What is the reaction of Carnegie Fonder’s fixed income managers to the Covid-19 crisis? Niklas Edman and Mikael Engvall provide their...

Erik Amcoff 16 March 2020
Attractive issue from Kinnevik
Carnegie Investment Grade

Attractive issue from Kinnevik

February news revolved around the coronavirus and its spread, which accelerated outside China. This, of course, countered the indications that the infection rate was actually slowing down in China. Concerns...

Mona Stenmark 3 March 2020
New holdings focus on energy efficiency and renewables
Carnegie Investment Grade

New holdings focus on energy efficiency and renewables

The news flow during the first month of the year was dominated by the coronavirus and its spread. This inevitably led to concerns in the markets globally. Long-term interest rates...

Mona Stenmark 5 February 2020
A Danish hearing specialist
Carnegie Investment Grade

A Danish hearing specialist

The last month of 2019 offered no major surprises. There was a highly anticipated decision from the Riksbank to raise interest rates by 25 basis point to 0 percent in...

Mona Stenmark 7 January 2020
It’s the right time for Tomra
Carnegie Investment Grade

It’s the right time for Tomra

A grey November offered an active market with many primary transactions. There is still demand from investors, and spreads do not appear to have widened to any great extent in...

Mona Stenmark 5 December 2019
We applaud Nobina’s sustainability efforts
Carnegie Investment Grade

We applaud Nobina’s sustainability efforts

The Riksbank left interest rates unchanged again in October, very much as expected. More surprising was that it continues to communicate a likely increase in December. After that, the interest...

Mona Stenmark 4 November 2019
An ever-greener IG portfolio
Carnegie Investment Grade

An ever-greener IG portfolio

As expected, the Riksbank left interest rates unchanged at the beginning of the month and communicated that increases are likely to occur at a slower pace than previously forecast, given...

Mona Stenmark 2 October 2019
Values – Carnegie Fonder’s Sustainability Report

Values – Carnegie Fonder’s Sustainability Report

Focus is increasingly on sustainability. The concerns are rarely new to Carnegie Fonder because it has always been important to us to invest in companies for the long term and...

Hans Hedström 1 October 2019