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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
The market is overlooking the potential of Electrolux
Carnegie Sverigefond

The market is overlooking the potential of Electrolux

August was teeming with negative economic signals, especially from Germany and China. There were the usual harsh words between China and the US, Brexit worries and never-ending talk about yield...

Simon Blecher 6 September 2019
Dometic is impressive
Carnegie Sverigefond

Dometic is impressive

Many fund holdings reported half-year results right in the middle of summer over a couple of frenzied days. And given the circumstances, the numbers were pretty good. Several companies reported...

Simon Blecher 6 August 2019
Blecher: H&M was dinner-table conversation
Carnegie Sverigefond

Blecher: H&M was dinner-table conversation

Is this the most despised bull market ever? Possibly, yes. Everyone is looking for alternative investments, fixed income and credits, and yet the stock market refuses to fall. Once again,...

Simon Blecher 8 July 2019
An old friend returns
Carnegie Sverigefond

An old friend returns

Trump. China. Mexico. Brexit. German politics. Italy’s economy. Another threat to Mexico caused stock exchanges to shudder in May and, as so often in recent years, small companies barely lost...

Simon Blecher 10 June 2019
The upswing is painful
Carnegie Sverigefond

The upswing is painful

The Stockholm stock exchange continues to surge, as do people’s fears. It is obvious that this upswing is hurting and everyone is “waiting for a downturn”. But anyone who looks...

Simon Blecher 3 May 2019
More parts of ABB to come
Carnegie Sverigefond

More parts of ABB to come

Worldwide stock exchanges continued upward in March, but Stockholm failed to fully keep pace, largely due to some of our banks. Swedbank continued downward, and even Nordea and, particularly, SEB...

Simon Blecher 5 April 2019
Industrivärden is tempting with a doubled discount
Carnegie Sverigefond

Industrivärden is tempting with a doubled discount

January’s stock market upturn, or recovery, continued into February, making it a second positive month as the Stockholm stock exchange rose a couple of percent. This year’s gains are almost...

Simon Blecher 4 March 2019
Fed stokes the stock market
Carnegie Sverigefond

Fed stokes the stock market

Aren’t statistics wonderful? A flood of analysis, comment and compilations shows one of the “strongest January stock markets ever”. And, of course, this is true. January was very strong, not...

Simon Blecher 6 February 2019
Epiroc joins Sverigefond
Carnegie Sverigefond

Epiroc joins Sverigefond

The Stockholm exchange ended in the red for the first time since 2011. Profits will have increased by double-digit amounts in 2018 but, as many shares had double-digit falls, equities...

Simon Blecher 3 January 2019
The future at low risk
Carnegie Sverigefond

The future at low risk

No, the world is unlikely to end this time either. On the other hand, the stock market has begun to lose its footing and is probably headed downward in the...

Simon Blecher 10 December 2018
Share prices could weather profit falls
Carnegie Sverigefond

Share prices could weather profit falls

We saw one of the worst trading months for a very long time, with the Stockholm exchange losing over 7 percent. It is difficult to know which is the chicken...

Simon Blecher 7 November 2018
Baffling discount in Investor
Carnegie Sverigefond

Baffling discount in Investor

Those who were away in September and returned this weekend may be sure that Nasdaq Stockholm is virtually unchanged, but the fact is there were fairly large movements during the...

Simon Blecher 1 October 2018
Patience is a virtue
Carnegie Sverigefond

Patience is a virtue

There is a fascinating anecdote that I have probably related before, about a US hedge fund manager in the sixties who decided to sell all his shares because he was...

Simon Blecher 11 September 2018