Close

The fund blog: Carnegie Strategy Fund

Filter on

Fund
“Stock markets are rising, long-term interest rates have moved slightly upwards, credit margins are shrinking and commodity prices are rising”
Carnegie Strategy Fund

“Stock markets are rising, long-term interest rates have moved slightly upwards, credit margins are shrinking and commodity prices are rising”

Coherent market movements indicate the world economy is strengthening. Stock markets are rising, long-term interest rates have moved slightly upwards, credit margins are shrinking and commodity prices are rising. In...

John Strömgren 8 September 2020
Continued positive development in July
Carnegie Strategy Fund

Continued positive development in July

Both the equity and corporate bond markets continued their positive development in July. The fund also rose, by 3.64 percent. In the stock market, the strong development is mainly explained...

John Strömgren 2 August 2020
Mores shares in Essity, Telia and Investor
Carnegie Strategy Fund

Mores shares in Essity, Telia and Investor

Developments in the securities markets indicate that the world economy will recover relatively quickly. The massive support being implemented by governments and central banks is expected to have a long-term...

John Strömgren 3 July 2020
Record valuation gap between growth stocks and value stocks
Carnegie Strategy Fund

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 4 June 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
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
Greater share of equities
Carnegie Strategy Fund

Greater share of equities

Unusually weak performance in both the equity and credit markets in December led to hopes of a positive annual return for the fund being dashed. The return in December was...

John Strömgren 1 January 2019
Essity showing good health
Carnegie Strategy Fund

Essity showing good health

The Swedish stock market rose 2.7 percent in August and appears at first glance to be one of the best this month. But if the performance of other markets is...

John Strömgren 25 August 2018
Unusually vigorous price movements
Carnegie Strategy Fund

Unusually vigorous price movements

The global economy continued to deliver strong performance. As an example, GDP rose in the second quarter of the year by 4.1 percent in the US and 3.3 percent in...

John Strömgren 1 August 2018
Pension savers should beware
Carnegie Strategy Fund

Pension savers should beware

Momentum has been a successful investment strategy this year, especially in May and June. This means securities that have already performed well continue upward irrespective of their valuation. But so-called...

John Strömgren 1 July 2018
A pattern reminiscent of the dot-com crash
Carnegie Strategy Fund

A pattern reminiscent of the dot-com crash

The fund fell 0.7 percent in May, which means the gain so far this year is 0.9 percent. The fund seeks out investments in companies with businesses we believe we...

John Strömgren 1 June 2018
Signs of a weaker economy
Carnegie Strategy Fund

Signs of a weaker economy

After a weak March, stock markets picked up in April. The fund rose 2.0 percent. Companies generally reported a strong first quarter with high earnings growth. The main report pleasers...

John Strömgren 1 May 2018
First-rate Finnish property yield
Carnegie Strategy Fund

First-rate Finnish property yield

The securities markets have had outstanding ability to disregard various political risks for a long time. Attention has been focused instead on inflation expectations and corporate earnings performance, which has...

John Strömgren 1 April 2018
The importance of diversification
Carnegie Strategy Fund

The importance of diversification

Securities markets were marked by inflation worries in early February. American statistics suddenly showed that wage increases had accelerated, something that pundits had long awaited. Expectations of higher interest rates...

John Strömgren 1 March 2018