Monthly report July 2023
Despite intense news flow with company reports, interest rate announcements from central banks and economic statistics, activity in the financial markets fell during the month when the usual summer lull arrived. All our fixed income funds performed well in this climate, and for the equity funds, Simplicity Fastigheter developed very positively after good company reporting […]
Läs vidareMonthly report June 2023
A eventful and volatile June, which saw continued interest rate hikes to combat inflation, resulted in mixed performance for our equity funds. All bond funds performed positively driven by the funds’ continued high interest rates. Summary of the market’s focus during the month: Continued uncertainty about the economic outlook The uncertainties surrounding the economic development […]
Läs vidareMonthly 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 […]
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