Monthly report May 2023
The reporting season has largely ended and the prevailing picture of strong earnings from companies is intact. The credit markets performed relatively strongly in May and all funds generated positive returns, while equity funds diverged. Summary of the market’s focus during the month: Agreement on US debt ceiling in place After a period of intense […]
Läs vidareMonthly report April 2023
The market focused on strong corporate reporting during April, overshadowing concerns about persistent inflation and interest rate hikes. Despite the uncertain global environment, many companies continued to show strong growth, resulting in positive performance for almost all of our funds. Summary of market focus during the month: Strong corporate reporting Among the companies that delivered […]
Läs vidareMonthly report March 2023
March turned out to be a dramatic, eventful, and volatile month for both the bond and stock markets as turmoil in the banking sector stole the spotlight and influenced the markets. The old saying, loosely translated, that “the Fed raises interest rates until something breaks” proved to be true once again. However, it wasn’t the […]
Läs vidareMonthly report February 2023
February was an eventful month with extensive news coverage across various areas. Bond funds continued to perform positively overall during the month, with the Nordic corporate bond market holding up the best, partly due to many Nordic bonds having variable interest rates and higher underlying yields in the Nordic region. For the stock markets, it […]
Läs vidareSimplicity dividends 2023
On April 5th, 2023 dividends will be paid from below funds managed by Simplicity: Simplicity Företagsobligationer share class B (SE0006963617) Simplicity Global Corporate Bond share class B (SE0007948237) Simplicity High Yield share class B (SE0014555231) Simplicity Småbolag Sverige share class B (SE0009161557) Simplicity Fastigheter share class B (SE0015243282) Simplicity Green Impact klass B (SE0017767627) All unitholders in […]
Läs vidareMonthly report January 2023
The positive sentiment that prevailed at the end of 2022 continued into January, leading to rising stock prices and lower credit spreads, which contributed to very positive returns in bond funds. The strong start to the year can be attributed to optimism that a potential recession may not be too deep or may even be […]
Läs vidareMonthly Report December 2022
Fixed Income Portfolio Managers comments The news flow in December was dominated by the same themes that have been in focus during the greater part of the year, such as inflation, interest rates and the state of the economy. In China, authorities eased their strict COVID-19 restrictions, which was received positively by investors as it […]
Läs vidareMonthly Report November 2022
Fixed Income Portfolio Managers comments November was yet another busy month where the markets fluctuated in line with the news flow. In China, the authorities imposed new restrictions after major outbreaks of Covid 19 in a number of large cities. The measures caused a lot of anger among the Chinese people and there have been […]
Läs vidareMonthly Report October 2022
Fixed Income Portfolio Managers comments The current state of the world economy with high inflation and deteriorating growth prospects led to continued high volatility in the markets during October. The International Monetary Fund, IMF, released a new economic forecast in which they lowered their growth projections. They expect global growth to fall from 3.2% in […]
Läs vidareMonthly Report September 2022
Fixed Income Portfolio Managers comments September was an unusually eventful month in many different areas as markets focused on increased risks and worsening economic conditions. In Sweden, parliamentary elections were held, which resulted in a narrow victory for a right wing coalition consisting of four parties. However, the forming of a government seems to be […]
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