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Red-hot US markets spill over
Carnegie Sverigefond

Red-hot US markets spill over

US stock markets were hotter than ever in August, and some of these gains spilled over to Europe, including to Stockholm. Two steps forward and one step back remains the...

Simon Blecher 3 September 2020
Impressive engineers
Carnegie Sverigefond

Impressive engineers

The coldest July in a long time for staycationers was somewhat warmed by the strong Stockholm exchange. The global recovery continues, with improving numbers from Swedish engineering companies, which announced...

Simon Blecher 6 August 2020
A bright future for investors who lift their gaze
Carnegie Sverigefond

A bright future for investors who lift their gaze

The Stockholm exchange climbed further in June as the world continued to open up. Most signals now quite clearly indicate a strong recovery in China, and hopefully Europe and the...

Simon Blecher 2 July 2020
The stock market and society are opening up
Carnegie Sverigefond

The stock market and society are opening up

Every investor around the world is wondering why stock markets are rising. The simple answer is because no one wants or expects it (!); everyone is waiting for a downturn,...

Simon Blecher 8 June 2020
Kinnevik is well timed – at a discount
Carnegie Sverigefond

Kinnevik is well timed – at a discount

As so many times before, the stock market chose to rise steeply and look to the future, right in the middle of one of the worst crises ever and just...

Simon Blecher 7 May 2020
Look for strong balance sheets
Carnegie Sverigefond

Look for strong balance sheets

The blackest swan I have ever seen. It is hard to think of a clearer description of Covid-19 and its impact on the world, health and stock exchanges. We all...

Simon Blecher 3 April 2020
Blecher: “Experience suggests that the market turns before the economy”

Blecher: “Experience suggests that the market turns before the economy”

A global financial crisis that cannot be halted. The Covid-19 crisis is unique, and is fundamentally changing many parts of our society. But we are long-term owners of well-managed companies,...

Kristina Flintull 17 March 2020
Why is Securitas falling?
Carnegie Sverigefond

Why is Securitas falling?

While the Stockholm exchange, Sverigefond and most other assets fell quite sharply in February as the coronavirus spread across Europe, one of our shares, Securitas, took a particularly brutal beating....

Simon Blecher 3 March 2020
Exaggerated reactions in both directions
Carnegie Sverigefond

Exaggerated reactions in both directions

“As goes January, so goes the year,” is a popular expression from the other side of the Atlantic and, considering how the year began over there, it looks like being...

Simon Blecher 10 February 2020
A veritable cash cow
Carnegie Sverigefond

A veritable cash cow

December was another strong month for the Stockholm stock market. A gain of around 2 percent made this year the best in a decade. Hand on heart, there were few...

Simon Blecher 13 January 2020
Restructuring makes Electrolux and ABB attractive
Carnegie Sverigefond

Restructuring makes Electrolux and ABB attractive

The Stockholm stock exchange continued along in November, but there were large differences between small and large companies. Small caps rose by 4 percent, while larger companies – those in...

Simon Blecher 9 December 2019
Blecher: Swedish value stocks are attractive
Carnegie Sverigefond

Blecher: Swedish value stocks are attractive

Exchanges in Stockholm, the US and elsewhere show record highs while the pessimists screech Brexit, Trump and recession. The normally grisly October was a strong market month. Stockholm rose a...

Simon Blecher 7 November 2019
Upping stake in ever-misunderstood Skanska
Carnegie Sverigefond

Upping stake in ever-misunderstood Skanska

The economy is starting to flag. German numbers have been bad for months and continue to worsen, Swedish numbers are following, and towards the end of the month US statistics...

Simon Blecher 4 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