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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
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