The fund blog: Carnegie Strategifond
Record valuation gap between growth stocks and value stocks
Securities markets have gained successive vigour as the spread of the coronavirus has slowed and a number of countries have begun to ease restrictions on people leaving their homes. Stock...
Telia and SCA are attractive
Construction company reports, including Skanska and NCC, were a pleasant surprise with good profitability and order intake. This indicates they are well on their way to achieving communicated profitability goals,...
Is the worst behind us?
March 2020 turned out to be one of the most dramatic months in living memory, for both securities markets and the fund. Even traditionally safe investments such as government bonds...
Fund trading suspended
The prevailing exceptional market turmoil has led to uncertainty in the pricing of corporate bonds. Carnegie Fonder has therefore decided to suspend trading in the funds that invest in corporate...
Increasing in Atrium Ljungberg after stock slide
While the coronavirus mainly remained in China, the securities markets were calm. But once it became established in northern Italy the impact was all the greater. Equity markets fell broadly...
Hoping from extra dividends from Volvo
Most fund holdings have now posted fourth-quarter 2019 results. Volvo, SCA, Holmen and NCC were among those with positive results, and the numbers from SEB and Swedbank were also welcomed....
An extraordinary year
The fund rose 2.4 percent in December. Stock markets performed well as the US and China seemed to make progress in agreeing trade terms. The likelihood of a reasonably ordered...
Awaiting a continued upturn?
November was another positive month for Carnegie Strategifond. If nothing unforeseen occurs in December, this year’s return will probably be quite special, which is tough to understand given the mood...
Holmen’s assets are obviously undervalued
There were signs of improvement in October in two areas that have troubled the markets for some time. It seems the US and China may soon agree a Phase 1...
Interesting structure in Securitas
Despite continued macro signals of an economic slowdown, particularly in Europe, and several profit warnings pointing in the same direction, stock markets rose overall in September. At the same time,...
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...
Low expectations mean opportunities for Strategifond
Given the volume of negative news flooding the securities markets in August, the limited slide of the Stockholm exchange, -1.2 percent, must be seen as a sign of strength even...
Attractive banks
Economic data now shows significantly slowing growth, although the US is steaming on. Preliminary GDP figures indicate the Swedish economy shrank in the second quarter, and half-year corporate reports witnessed...
Two new stocks join Strategifond
June was a good month for the fund, with a return of 4.7 percent taking the overall gain to 16.7 percent for the first half. Both equity and credit markets...