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The fixed income market is crazy
Carnegie Sverigefond

The fixed income market is crazy

The Stockholm stock exchange rose in May, almost as usual. The movements are small, although the stock market is ticking upward almost every day and with low volatility, leading a...

Simon Blecher 2 June 2017
When will the stock exchange fall?
Carnegie Sverigefond

When will the stock exchange fall?

This question is on everyone’s lips – professional or amateur, big investor or small, pensioner or young, justified by many years of gains (plus a few corrections – at least...

Simon Blecher 3 May 2017
Upping unpopular H&M
Carnegie Sverigefond

Upping unpopular H&M

Somewhat surprisingly, long-term interest rates are falling. The fact is that both currencies (read the dollar) and US long rates have fallen back to the levels prevailing before Trump won...

Simon Blecher 5 April 2017
SCA – Just what we look for
Carnegie Sverigefond

SCA – Just what we look for

For the first time years we are seeing a really good reporting season, with sales and margins improving for almost all major companies. This time it is not only cutbacks...

Simon Blecher 3 March 2017
Double-digit profit growth needed
Carnegie Sverigefond

Double-digit profit growth needed

The Stockholm exchange rose a little over one percent in January, as did Carnegie Sverigefond. The strong trend from last year thus continued, with basically the same industries, engineering and...

Simon Blecher 6 February 2017
Buy and hold!
Carnegie Sverigefond

Buy and hold!

At Carnegie Fonder’s annual client meetings in Stockholm, Malmö and Gothenburg last autumn we showed an illustration of all the bad things that have happened since the 1950s, from wars...

Simon Blecher 3 January 2017
Comeback for SCA
Carnegie Sverigefond

Comeback for SCA

When companies with stable revenues and cash flows end up in the cold we take the opportunity to invest in SCA. In connection with Brexit we wrote that “known factors...

Simon Blecher 5 December 2016
Blecher – Will the losers become winners?
Carnegie Sverigefond

Blecher – Will the losers become winners?

Carnegie Sverigefond rose slightly in October, which must be seen positive since many markets fell, Stockholm included. The standout in October was the large movement of prices. The exchange itself...

Simon Blecher 7 November 2016
Goodbye to an old friend
Carnegie Sverigefond

Goodbye to an old friend

Long-term thinking is a cornerstone of Carnegie Fonder’s investment philosophy, but sometimes you have to say goodbye,” writes Simon Blecher. We have sold Securitas after more than ten years in...

Simon Blecher 21 October 2016
Good value in Industrivärden
Carnegie Sverigefond

Good value in Industrivärden

August was a fairly good month for global stock markets, and Stockholm was no exception. Some days there was the usual worry of missing out on gains, and that in...

Simon Blecher 7 September 2016
The knowns rarely have an impact
Carnegie Sverigefond

The knowns rarely have an impact

Cash reserves were high, many investors expected a downturn, and when it failed to arise everyone rushed back into the market, making July a strong month. Simon Blecher, manager of...

Simon Blecher 4 August 2016
Back to square one
Carnegie Sverigefond

Back to square one

Brexit will prolong the period of low inflation, low interest rates and low growth. No wonder that bank shares are falling, writes the manager of the Carnegie Sverigefond fund, Simon...

Simon Blecher 4 July 2016