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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
It’s the right time for Tomra
Carnegie Investment Grade

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...

Mona Stenmark 5 December 2019
We applaud Nobina’s sustainability efforts
Carnegie Investment Grade

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...

Mona Stenmark 4 November 2019
An ever-greener IG portfolio
Carnegie Investment Grade

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...

Mona Stenmark 2 October 2019
Values – Carnegie Fonder’s Sustainability Report

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...

Hans Hedström 1 October 2019
Clear sustainability goals for new holdings
Carnegie Investment Grade

Clear sustainability goals for new holdings

Market activity got going in August. Long-term interest rates continued to fall, and the weak economy does not suggest that rates will receive support from central banks. Most are communicating...

Mona Stenmark, Mikael Engvall 4 September 2019