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