The fund blog: 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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...