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Record valuation gap between growth stocks and value stocks
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...

John Strömgren 3 June 2020
Telia and SCA are attractive
Carnegie Strategifond

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,...

John Strömgren 5 May 2020
Is the worst behind us?
Carnegie Strategifond

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...

John Strömgren 1 April 2020
Fund trading suspended

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...

Erik Amcoff 20 March 2020
Increasing in Atrium Ljungberg after stock slide
Carnegie Strategifond

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...

John Strömgren 4 March 2020
Hoping from extra dividends from Volvo
Carnegie Strategifond

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....

John Strömgren 4 February 2020
An extraordinary year
Carnegie Strategifond

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...

John Strömgren 7 January 2020
Awaiting a continued upturn?
Carnegie Strategifond

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...

John Strömgren 5 December 2019
Holmen’s assets are obviously undervalued
Carnegie Strategifond

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...

John Strömgren 5 November 2019
Interesting structure in Securitas
Carnegie Strategifond

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,...

John Strömgren 8 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
Low expectations mean opportunities for Strategifond
Carnegie Strategifond

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...

John Strömgren 3 September 2019
Attractive banks
Carnegie Strategifond

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...

John Strömgren 6 August 2019
Two new stocks join Strategifond
Carnegie Strategifond

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...

John Strömgren 3 July 2019