CF Insights: 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....
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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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...