CF Insights: Carnegie Strategy Fund
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...
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...
“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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...