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CF Insights: Carnegie Strategifond

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More cautious offensive
Carnegie Strategifond

More cautious offensive

The recovery in the economy and the stock markets continued in November. That said, reports of higher-than-expected inflation, mainly for durable goods, raised concerns. There is reason to believe that...

John Strömgren 6 December 2021
Pulp and paper stocks have fallen so the fund is expanding in Holmen
Carnegie Strategifond

Pulp and paper stocks have fallen so the fund is expanding in Holmen

The fund reduced its share of equities in August to reduce risk. This proved timely as equities have underperformed since then. There are many explanations, but the overarching reasons are...

John Strömgren 5 October 2021
Carnegie Strategifond is not a traditional mixed fund
Carnegie Strategifond

Carnegie Strategifond is not a traditional mixed fund

A traditional mixed fund normally consists of 60 percent equities and 40 percent bonds. The idea is for the bonds to provide a stable return and a rise in value...

John Strömgren 3 September 2021
A sustainable, financially strong and motivated main owner
Carnegie Strategifond

A sustainable, financially strong and motivated main owner

As in recent quarters, the vast majority of companies have already exceeded high expectations in the first quarter of the year. In many cases, this means that the large share...

John Strömgren 4 August 2021
Investor: one of the major contributors to the fund’s positive performance

Investor: one of the major contributors to the fund’s positive performance

Risk assets were strong in June. On the equities side, both IT and energy companies did well, with the latter benefitting from rising oil prices. Long-term interest rates fell slightly...

John Strömgren 5 July 2021
Kinnevik shares stabilised and rose
Carnegie Strategifond

Kinnevik shares stabilised and rose

The fund’s rise continued in May. The expectations that have driven the markets in recent months are now beginning to become apparent. The spread of infection is declining, vaccination has...

John Strömgren 3 June 2021
Three in four Swedish listed companies beat analysts’ expectations

Three in four Swedish listed companies beat analysts’ expectations

Macroeconomic data, both retrospective and forward-looking, have in recent months pointed to significantly higher global economic activity than previously expected. Although EU GDP shrank during the first quarter due to...

John Strömgren 5 May 2021
Component shortages mean more demand for production capacity
Carnegie Strategifond

Component shortages mean more demand for production capacity

The industrial economy continues to grow despite pandemic closures. Historically large fiscal and monetary stimulus in the United States has led to raised growth expectations, and an apparently successful vaccination...

John Strömgren 7 April 2021
Increased demand for shares in more cyclical industries
Carnegie Strategifond

Increased demand for shares in more cyclical industries

The securities markets were initially shaped by investor hopes of strong economic growth in the second half of the year, while central banks will work to keep interest rates down....

John Strömgren 3 March 2021
Companies make up for lost demand
Carnegie Strategifond

Companies make up for lost demand

The new year began as the old one ended, with rising prices in both equity and credit markets. The markets are looking to a strong economic recovery during the second...

John Strömgren 5 February 2021
There is still surplus value in Swedish forest land
Carnegie Strategifond

There is still surplus value in Swedish forest land

The turbulent 2020 ended with a relatively calm December. Neither the stock markets nor the fixed income markets moved to any great extent. That said, it is worth noting that...

John Strömgren 7 January 2021
More treasures on Skanska’s balance sheet
Carnegie Strategifond

More treasures on Skanska’s balance sheet

November was an unusually strong month on the stock exchanges. Hopes that life can begin to return to normal, at least in the second half of 2021, led to a...

John Strömgren 3 December 2020
Surprisingly strong reports from Lifco, Epiroc and Volvo
Carnegie Strategifond

Surprisingly strong reports from Lifco, Epiroc and Volvo

After having risen every month since March, the fund fell 3.7 percent in October, taking the performance so far this year to -1.7 percent. The stock markets, and to some...

John Strömgren 5 November 2020
Increased forest exposure
Carnegie Strategifond

Increased forest exposure

The fund rose 4.21 percent in October, and has now risen six months in a row. The big drop in March has now been recovered, and performance so far this...

John Strömgren 7 October 2020