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PEAB – new green bond
Carnegie Investment Grade

PEAB – new green bond

The first half of August was still influenced by holidays and quiet markets, but during the second half of the month things started to move and we saw increasing activity....

Mona Stenmark 3 September 2021
Holiday markets and a positive outlook
Carnegie Investment Grade

Holiday markets and a positive outlook

The summer doldrums arrived, and July was a quiet month on the credit markets, especially the primary market. However, there was dramatic movement in government bond yields, which fell quite...

Mona Stenmark 4 August 2021
Green, social and sustainability-linked
Carnegie Investment Grade

Green, social and sustainability-linked

There was intense activity in the primary market at the beginning of the month as companies sought to reach investors before the summer lull. This led in turn to slower...

Mona Stenmark 5 July 2021
New names: Storskogen and Svenska Handelsfastigheter
Carnegie Investment Grade

New names: Storskogen and Svenska Handelsfastigheter

The final interim reports were published in May, and companies have generally been stable with few negative surprises. There has been continued intense activity in the primary market and mostly...

Mona Stenmark 3 June 2021
Lantmännen launched a green framework, the fund participated in its green issue
Carnegie Investment Grade

Lantmännen launched a green framework, the fund participated in its green issue

There is still intense focus on vaccinations, and hopefully we will see an accelerating pace. Things continue to look bad in some part of the world, like India, with a...

Mona Stenmark 5 May 2021
Investments in social bonds linked to integration, adapted housing, mental health and poverty
Carnegie Investment Grade

Investments in social bonds linked to integration, adapted housing, mental health and poverty

The news continues to revolve around the pace of vaccination, and unfortunately the situation seems to be deteriorating in some countries, while in others it has come a long way....

Mona Stenmark 8 April 2021
Even tighter credit margins
Carnegie Investment Grade

Even tighter credit margins

The credit market remained strong in February, resulting in slightly tighter credit margins. Investor demand persists, and market activity has been good. After a rather modest January with regard to...

Mona Stenmark 3 March 2021
Intense activity in the real estate sector
Carnegie Investment Grade

Intense activity in the real estate sector

The positive sentiment continues, and the credit market had a strong start to the year. Covid vaccination continues around the world, but in many places it is unfortunately not happening...

Mona Stenmark 3 February 2021
Tighter credit margins and eased concerns
Carnegie Investment Grade

Tighter credit margins and eased concerns

Sentiment was more upbeat towards the end of November, and this continued in December, resulting in a strong credit market. After a sometimes turbulent and stormy year, 2020 ended on...

Mona Stenmark 7 January 2021
Positive tones in November
Carnegie Investment Grade

Positive tones in November

After a weak October, the tone became more positive in November. The news of a coronavirus vaccine led to hopes that we are nearing the end of this pandemic and...

Mona Stenmark 2 December 2020
Expect more market activity
Carnegie Investment Grade

Expect more market activity

Last month ended with weaker and more cautious sentiment, and this was repeated in October. The spread of Covid has escalated and there have been lockdowns around the world. Together...

Mona Stenmark 6 November 2020
Issues in Stockholm Exergi, SCA and Hexagon
Carnegie Investment Grade

Issues in Stockholm Exergi, SCA and Hexagon

The final month of the third quarter was relatively stable, but there was some volatility as concerns about a second wave of Covid flared up in various parts of the...

Mona Stenmark 2 October 2020
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