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20 March 2019 | News

Insights from a fund manager: Should you invest in shares when your gut feeling suggests uncertainty?

I fielded a question at an investor meeting this week: “What should you do when your gut feeling says the stock market cannot rise any further but the interest rate on deposits is still zero?” I think there are many of us who can feel these reservations. The big underlying issue is how we feel about the economy. Is this just a pause or are we heading for a fall, and in that case how steep a fall? Economic fluctuations are tricky. They rarely come when you expect them, and they are even more rarely calm and rational since the market constantly overreacts. And both Brexit and a trade war are lurking in the shadows, reinforcing the uncertainty. Nonetheless, the stock market has been exceptionally strong at the start of the year and it is difficult to find good alternatives to shares when interest rates are so low. So, what should we turn to if we have that gut feeling the questioner expressed at the seminar?

  • Sweden
  • Mutual Funds
13 March 2019 | News

Catella Fonder - Annual report 2018

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

  • Sweden
  • Mutual Funds
13 March 2019 | News

Stock picking and earnings

After a gloomy end to 2018 the new stock market year has begun very strongly. The US Federal Reserve has taken a softer stance and there are positive signals from the US-China trade talks. The reporting season was largely as expected, with an absence of negative news, and a Fed statement was enough to lift the stock market, say Catella's equity fund managers.

  • Sweden
  • Mutual Funds
7 March 2019 | News

Focus on risk control as Catella realigns hedge fund

The Catella Nordic Long Short Equity (RC) hedge fund had a tough time last year. It fell by 13.8 percent and underperformed both the Nordic stock index and global hedge fund indexes. Although the fund has demonstrated a positive return of almost 32 percent since its inception in December 2010, and an average annual return of 3.6 percent over the same period, Catella Fonder decided to realign the fund's strategy and management in January 2019.

  • Sweden
  • Mutual Funds
22 February 2019 | News

Insights from a fund manager: Market-listed care companies – Focus on growth

A large exposure, and a long-term holding that we have highlighted before, is care company Ambea. Since the company has just completed its acquisition of Aleris and reported for 2018 alongside its sector colleagues Humana and Attendo, it feels natural to look forward to 2019 and the coming 2020s.

  • Sweden
  • Mutual Funds
5 February 2019 | News

Outlook 2019

The equity market has begun 2019 strongly after a gloomy end to last year, but in large parts of the world there are signs of weaker growth. The question is whether this is a temporary blip, caused by inventory build-up, or whether a longer decline is on the way.

  • Sweden
  • Mutual Funds
17 January 2019 | News

Information regarding changes of portfolio management responsibility

Catella has during recent years gradually developed its portfolio management with increased focus on sustainability and absolute return strategies. The performance outcome in 2018 did not live up to our expectations and we are not satisfied, especially in the case of the fund Catella Nordic Long/Short Equity. Therefore, we will carry out a number of changes in our portfolio management by reallocating resources within the portfolio management team.

  • Sweden
  • Mutual Funds
17 January 2019 | News

Insights from a fund manager: Market View 2019

“It is difficult to make predictions, especially about the future.” Karl Kristian Steincke

  • Sweden
  • Mutual Funds
8 January 2019 | News

The year gone by

Jack Bogle of Vanguard once said, “Half the time, I wonder why I have so much in stocks, and other times I wonder why I have so little.” The quotation rather neatly sums up the past year, but also investment decisions in general.

  • Sweden
  • Mutual Funds
8 January 2019 | News

A challenging 2018

After several years of stable growth, global financial markets once again demonstrated their idiosyncrasy, and one word sums up 2018: Challenging.

  • Sweden
  • Mutual Funds

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