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17 September 2018 | Press release
17 September 2018 | News

Catella Sverige Index becomes a sustainable fund

Today, Monday, September 17, Catella Sverige Index changes its name to Catella Sverige Hållbart Beta. The reason for the name change is that we are now taking the next step in transforming the fund into a sustainable fund that invests broadly in the Swedish SIXRX stock index while at the same time avoiding a number of industries and companies that we do not consider sustainable in the long term. We have clarified and improved the processes surrounding sustainability for all our funds, and we now have an exclusion limit for all funds and work to influence companies for all our holdings.

  • Mutual Funds
  • Sweden
4 September 2018 | News

Catella Hedgefond - Uncorrelated portfolio management

The objective of Catella Hedgefond is to achieve stable returns at low risk, regardless of market conditions. The fund invests mainly in Nordic equities and bonds, as well as in derivatives. Sustainability is an integral part of the fund management and the fund applies negative screening for sustainability criteria and consequently avoids long positions in companies that produce tobacco, alcohol, commercial games for money, pornography, coal, or weapons. Derivatives are used in the management of the fund to protect its capital and increase return opportunities. The fund strives to achieve low correlation with performance in the equity, credit and bond markets and may thus both raise the expected return and lower the expected risk in a traditional equity and fixed income portfolio.

  • Mutual Funds
  • Sweden
4 September 2018 | News

Autumn outlook and positioning

The economy is at a late stage of the cycle, which, experience suggests, should have several consequences. Wages and inflation should begin to accelerate, resulting in higher key interest rates but, so far, the predictions have not been fully realised, creating problems for some of Catella's funds. However, portfolio managers Thomas Elofsson and Martin Jonsson are still in good spirits and expect a better autumn in a number of respects.

  • Mutual Funds
  • Sweden
3 September 2018 | Press release

Catella: End of price increase in sight?

• No further price increase expected in most European markets• Investors keep focusing on Germany, followed by France• Structural shift of investment activity from retail to logistics

  • Corporate Finance
  • Germany
  • Sweden
28 August 2018 | News

Catella Fonder: Half year report 2018

Catella Fondförvaltning AB today publishes the funds' half year report for 2018. 

  • Mutual Funds
  • Sweden
4 July 2018 | Press release

CREDI indicates increased optimism among banks as well as improved credit terms

In the July issue of the Catella Real Estate Debt Indicator (CREDI), the Main index increases from 50.5 to 54.3, which is the strongest index score since September 2015. Property companies and banks have a positive view of the development of the credit market, while the bond market is showing signs of levelling out.

  • Corporate Finance
  • Sweden
29 June 2018 | News

Sustainable investments for your buffer

Saving up a buffer for unexpected costs is probably the most important saving of all. Once your buffer is in place you should create a good mix on a slightly longer investment horizon; the one for your longer-term goals and dreams.

  • Mutual Funds
  • Sweden
28 June 2018 | News

Mark Twain and the future

When we summed up 2017, the verdict was that it was an unusually stable year, economically and market-wise. The first half of 2018 has brought more movement in the market and, in pace with less expansive monetary policy, the risks of a backlash in the world economy and the finance market are rising. For the market, the single-most important question is when will the next recession arrive.

  • Mutual Funds
  • Sweden
27 June 2018 | News

Half-time rest and summer holidays

Summer holidays and the football World Cup. The fantastic start to the Swedish summer takes me back to the summers of early childhood when sunburn was as expected as sweet interludes with an ice-cream lolly or a Cornetto. For my generation, the football World Cup will always bring back 1994, when we sat up at night, crossing our fingers that the impossible was finally going to happen. Summer and the holidays also give us a bit of time for much-needed reflection about our lives. After all, the financial markets are a bit like life itself, full of dreams, challenges, hopes and disappointments. In the best case, joy and good fortune.

  • Mutual Funds
  • Sweden
7 June 2018 | News

Tomra – and the art of being long-term

Most investors I have met, and I include myself, like to describe their investment horizon as long-term. This may well be true, but in some cases the words can be used if an investment has not really performed as planned. “We have a long-term view of the company” can sometimes be interpreted as “We were wrong in the short term but if we keep the holding long enough it will get better”.

  • Mutual Funds
  • Sweden
7 June 2018 | News

Can a sustainability fund short sell unsustainable stocks?

Sustainability is increasingly important in the selection of shares for fund portfolios. But in addition to using it as a tool for excluding certain companies, it can be employed to choose new shares for a portfolio. This is highlighted by Anna Strömberg, Sustainability Officer and Portfolio Manager for Catella Sverige Aktiv Hållbarhet. 

  • Mutual Funds
  • Sweden
8 May 2018 | News

Half day May 9th!

Wednesday May 9th, it is half day on the Stockholm Stock Exchange. This means that the stop time for orders of purchases and sales in our funds is at. 11:00.

  • Mutual Funds
  • Sweden
7 May 2018 | News

Summary of Q1 reports with Sven Thorén and Henrik Gripenvik

The interim reporting season for the first quarter has revealed relatively strong performance, with engineering companies included. Two of Catella Fonder's portfolio managers, Sven Thorén who shares the management of Catella Hedgefond and Henrik Gripenvik who is involved in managing Catella Sverige Aktiv Hållbarhet, believe the reports show that many companies still have a lot to offer in the current business cycle.

  • Mutual Funds
  • Sweden
4 May 2018 | News

Strong start to the year for Catella Nordic Long Short Equity

Before we review the performance of Catella Nordic Long Short Equity we would like to start by saying that Martin Nilsson and Ola Mårtensson have now managed the fund for three years. Three years is an important milestone for fund evaluators and analysts so it is therefore particularly pleasing to sum up this period. Catella Nordic Long Short has generated +29* percent compared to +18.7* percent for the Stockholm stock exchange (SIXRX per 30 April 2018). This was at a standard deviation of 14.6* percent for SIXRX and 7.4* percent for Catella Nordic Long Short, and with a correlation of approximately 0.4*. "We are very pleased with our performance in terms of risk-adjusted returns, and we maintain our goal - to create a good risk-adjusted return regardless of the stock market climate," says Martin Nilsson.

  • Mutual Funds
  • Sweden
27 April 2018 | News

Half day April 30th!

Thursday April 30th, it is half day on the Stockholm Stock Exchange. This means that the stop time for orders of purchases and sales in our funds is at. 11:00.

  • Mutual Funds
  • Sweden
26 April 2018 | News

Making Catella Hedgefond even more sustainable

Catella began a journey in 2009 to integrate sustainability into our investment process by becoming a signatory to the UN Principles for Responsible Investment, committing ourselves to addressing environmental, social and governance issues in our decision making, and to promoting greater transparency and openness on these issues.

  • Mutual Funds
  • Sweden
  • WebTv
11 April 2018 | Press release

CREDI indicates an improving credit market

In the April issue of the Catella Real Estate Debt Indicator (CREDI), the Main index increases from 50.3 to 50.5, which is the second consecutive quarter where the Main index is above 50.0.

  • Corporate Finance
  • Sweden
9 April 2018 | News

Stay on course in the stock market

The global economy has recently been shaken by US gambits over trade tariffs on steel and aluminium. China has responded by announcing tariffs on goods such as pork, but it is too early to draw parallels with 1930, when world trade shrank by 70 percent. Instead, the global economy appears to be facing an unusually resilient period, with a synchronised upturn in both the United States and elsewhere – and in a number of different industries. Danske Bank's strategist Mattias Sundling and Catella Fonder's Henrik Gripenvik, who manages the Catella Aktiv Sverige Hållbarhet fund, are quite unanimous.

  • Mutual Funds
  • Sweden
27 March 2018 | News

Half day March 29th

Thursday March 29th, it is half day on the Stockholm Stock Exchange. This means that the stop time for orders of purchases and sales in our funds is at. 11:00.

  • Mutual Funds
  • Sweden
23 March 2018 | News

All-weather jackets and cockroaches

Brilliant spring sunshine, but still several degrees below zero in the capital. The snow has stayed around unusually late in the season, but the daytime thaw hints of warmer and lighter times to come. In this period of transition, I found myself thinking about the all-weather jacket. The ultimate piece of clothing, designed to withstand wind and rain but easily unzipped and opened up when the sun is shining or when you're working up a sweat. And this can be used as a metaphor in the hunt for the ultimate portfolio.

  • Mutual Funds
  • Sweden
9 March 2018 | News

Interest rates are rising. Make sure you understand the consequences!

Interest rates have been steadily seeking out new lows for a long time now, but this has changed. All the signs suggest the low point has passed and we are facing a period of gently rising rates. Is it possible to make good investments in this new environment?Catella Fonder has options for clients who want to bypass the volatile stock markets and the negative performance of traditional bond funds that invest in government securities.

  • Mutual Funds
  • Sweden
6 March 2018 | News

Catella Sverige Aktiv Hållbarhet generates good results with the new team

Only a couple of months have passed since the start of 2018, but we can already look back on strong market movements. The year began strongly, and at the end of January companies reported figures for the fourth quarter of 2017, which overall exceeded expectations. There were particularly strong reports from cyclical companies. Even the banks, which weigh heavily in the Swedish equity market, came in above expectations.

  • Mutual Funds
  • Sweden
28 February 2018 | News

Catella Hedgefond – Returns driven mainly by company-specific picks

2018 began with rising stock prices and low volatility, but in February the equity market fell and volatility increased significantly. Catella Hedgefond’s ambition is to create a good risk-adjusted return with a low risk and with a low correlation to the equity and fixed income markets. So far this year, Catella Hedgefond has gained +0.5 percent at a significantly lower risk than the equity market (which generated 0.7 percent). The fund’s return is driven by company-specific picks, not market risk, and these company-specific cases are both long and short positions. 

  • Mutual Funds
  • Sweden
12 February 2018 | News

What will 2018 bring?

It was worth listening to Catella’s podcasts in 2017. Not least when analyst Arvid Lindquist warned of excessive housing construction in the cities and that commercial premises in less attractive locations would have a tough time – and that’s how it turned out

  • Mutual Funds
  • Sweden
6 February 2018 | News

Hedgenordic - round table

It was always my feeling that hedge funds and family offi ces shared much of the same DNA, with their typical entrepreneur driven, bouti que setup, the desire for absolute returns over beati ng a benchmark and the dogmati c striving of capital preservati on.

  • Mutual Funds
  • Sweden
5 February 2018 | News

Strong start to the year for Catella Nordic Long Short Equity

The start of 2018 has been strong for Catella Nordic Long Short Equity, following good company selection for both longs and shorts. The long holdings (positions for a rising stock market) include PGS, Storebrand and Xspray. The main shorts for the fund (positions for a falling stock market) have been Christian Hansen and Royal Unibrew.

  • Mutual Funds
  • Sweden
1 February 2018 | News

Choice of benchmark makes a difference

In recent years it has become more popular to invest in passively managed funds, known as index tracker funds. Of the total net flows into equity funds during 2017, almost 80 percent (SEK 37.4bn) went to tracker funds, and by the end of the year these funds made up almost 16 percent of total equity fund assets. Even though Catella Fonder stands for active management, with our analysis and knowledge forming the foundation of our fund management, we would like to highlight the importance of choosing the right index fund.

  • Mutual Funds
  • Sweden
10 January 2018 | News

Market trends

We can sum up 2017 with one word: stability. Despite continued interest rate hikes and trimmed balance sheets by the US Federal Reserve, despite reduced purchasing of securities by the European Central Bank, despite an inconsistent US president, and despite North Korea launching missiles and testing atom bombs, the world's financial markets have been stable. Even in Sweden, which for many years has been something of a growth wonderkid and where reality has caught up, the market as a whole has been stable.

  • Mutual Funds
  • Sweden
5 January 2018 | News

Comfortably numb

One of the most recognised tracks by rock legends Pink Floyd, from the album The Wall and released in 1979. The lyrics describe how the main character of the album, Pink, collapses and is medicated by a doctor to get him back on his feet, causing him to feel comfortably numb.

  • Mutual Funds
  • Sweden

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