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Higher proportion of equities
Carnegie Strategy Fund

Higher proportion of equities

Corporate year-end reports generally attested to a strongly growing economy. The good earnings trends are explained not only by lower costs but also by higher demand. The deflation concerns that...

John Strömgren 1 March 2017
Generous dividends ahead
Carnegie Strategy Fund

Generous dividends ahead

After the very strong finish to 2016, the performance of the Carnegie Strategy Fund was more cautious in January. The gain was only 0.3 percent. While much of the media’s...

John Strömgren 3 February 2017
Hopes for growth mean hopes for engineering
Carnegie Strategy Fund

Hopes for growth mean hopes for engineering

December offered a good end to 2016 for the Strategy Fund, with a gain of 3.3 percent. The full-year return for the fund therefore reached a solid 13.1 percent. Trump‘s...

John Strömgren 1 January 2017
Why the Swedish krona fell
Carnegie Strategy Fund

Why the Swedish krona fell

Long-term interest rates rose slightly in October on signs of higher inflation in the world around us. It remains to be seen whether interest rates have bottomed out; rises in...

John Strömgren 7 November 2016
A new holding
Carnegie Strategy Fund

A new holding

The Carnegie Strategy Fund has gained an unusually large number of new unitholders in recent months. I would like to wish you all welcome! I hope that the interest in...

John Strömgren 2 October 2016
The calm before the storm?
Carnegie Strategy Fund

The calm before the storm?

Equity prices are rising despite falling corporate profits. John Strömgren, manager of Carnegie Strategy Fund, explains why in his fund manager comments. August was a good month for Carnegie Strategy...

John Strömgren 4 September 2016
Attractive discount in Investor
Carnegie Strategy Fund

Attractive discount in Investor

Despite a series of dramatic and tragic recent events, we saw gains for both equities and bonds, and Carnegie Strategy Fund, which invests in both these asset classes, rose 3.9...

John Strömgren 4 August 2016
Timing is easy with hindsight
Carnegie Strategy Fund

Timing is easy with hindsight

June was a turbulent month, but attempting to time reallocations would hardly have helped, writes John Strömgren, manager of the Carnegie Strategy Fund. NCC is a new fund holding. As...

John Strömgren 3 July 2016
An unexpectedly weak month
Carnegie Strategy Fund

An unexpectedly weak month

The US Federal Reserve came into play and raised its policy rate for the first time since the financial crisis. The markets were well prepared, so the dollar fell and...

John Strömgren 2 January 2016