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22 June 2020 | News

Market development during first half of 2020

One of the longest economic recoveries in modern time ended abruptly in March. This recovery driven by primarily economic policy, mainly monetary policy, ended as many countries imposed tough restrictions to limit the spread of the virus. The normal economic cycle since after the Second World War has been that economies grow until they reach their full capacity and then have had rising inflation that central banks then have had to fight with restrictive monetary policy. The economic outcome this time is very different and means a higher degree of uncertainty than previously in history.

  • Sweden
  • Mutual Funds
22 June 2020 | News

Pandemic, Dysphoria and Euphoria

The first half of the year was characterised by world changing events. After a calm start to the year, with a cautiously rising stock market during January and large parts of February, the following month turned into complete chaos. Thereafter we have seen some kind of normalisation even though the uncertainty remains high.

  • Sweden
  • Mutual Funds
10 June 2020 | News

Athanase purchases the majority of Catella Fund Management AB

Dear Customer, Catella AB has made a decision to sell the majority of Catella Fund Management AB to Athanase Industrial Partner. In conjunction, Catella AB and Athanase have entered into a strategic partnership with the object to continue to develop and improve the customer offering, through Catella Fondförvaltning. The purpose is to create increased value for you as a customer through new innovative products, improved processes and an enhanced customer experience.

  • Sweden
  • Mutual Funds
2 June 2020 | News

Focus on the property market

Ever since the financial crisis we have seen rising transaction volumes in the property market thanks to the strong growth in value that has taken place. We have also seen this being reflected in the public property companies share prices over a long period of time, not the least during last year with increases of approximately 60-70 percent on average. A lot has changed as a consequence of the Covid-19 pandemic both structurally in terms of behavioural patterns as well as the development of public property companies share prices. In a pod, together with Arvid Lindqvist Head of research at Catella Corporate Finance, we look into the development of the property market.

  • Sweden
  • Mutual Funds
30 April 2020 | News

An in-depth analysis of the development in Catella Hedge and the market

The current corona pandemic has impacted many investors, and Catella Hedge is one of many market participants that has had a rough ride in the volatile market. But there are good foundations for a comeback, Catella portfolio managers tell during a Catella Fonder podcast.

  • Sweden
  • Mutual Funds
22 April 2020 | News

With a focus on sustainability

Catella Fonder ("Catella") has had an increased focus on sustainability during the last years. We have taken a number of small steps that together lead to a big leap. Today sustainability is a natural part of our daily work and in our all products. We have a common base in what we avoid and what issues we focus on in our investment decisions and in our owner dialogues with the companies.

  • Sweden
  • Mutual Funds
26 March 2020 | News

Catella Hedgefond – Chaos theory maintains that a butterfly flapping its wings can generate a storm on the other side of the world.

Catella Hedgefond aims to deliver a return over time of around 3-5 percent, at current interest rates. Over time, the risk should be below 3 percent measured as standard deviation and the return should be generated regardless of market performance.

  • Sweden
  • Mutual Funds
20 March 2020 | News
19 March 2020 | News

Credit Crunch – a paradox. It has never been cheaper to borrow money...

yet it is debt that is now crushing many companies and corporate valuations. World equity markets are being battered by turbulence of historical magnitude, and there is a huge flow of information about the decline. The news is largely dominated by the stock market, and events in the fixed income market are not being scrutinised to the same extent. Most investors are also a little less familiar with how this part of the securities market actually works, especially during times of crisis like this. We will highlight some of the challenges that the fixed income market is facing, as well as the opportunities that follow in the wake of a crisis.

  • Sweden
  • Mutual Funds
18 March 2020 | News

Two weeks into March 2020 – at the epicentre of Covid-19!

It has been only just over two weeks since we wrote our comments on February, but it feels more like two years! Concerns about the spread and impact of the coronavirus have accelerated day by day and, despite being met with both monetary and fiscal stimulus, the world's stock markets have stuck to their trajectory - downward.

  • Sweden
  • Mutual Funds
18 March 2020 | News

Mid-crisis – what can people do with their investment portfolio?

It was only a month or so ago that positive figures were released showing unemployment in the EU and the US was lower than for many years, and the stock market sentiment for 2020 remained upbeat. Few people regarded the coronavirus, which had already impacted China, as a major threat to the market. The uncertainty today is extremely high, to say the least, and the consequences of the coronavirus are difficult to exaggerate.

  • Sweden
  • Mutual Funds
9 March 2020 | News

Stock market virus

In a particularly shaky market situation, and with great concern among investors, the world's stock exchanges have recently fallen steeply.Catella Fonder brought together Thomas Elofsson, from the fund company's fixed income management, and Anders Wennberg, from the equities side, to try and provide some clarity on the current scenarios.

  • Sweden
  • Mutual Funds
9 March 2020 | News

The fund manager about Catella Hedgefond

In spite of the initial reports of the outbreak of the COVID-19 virus in China, Nordic stocks (MSCI Nordic total return) began February with particular strength and were up 6% at their peak, primarily driven by a positive reception for the majority of the interim reports.

  • Sweden
  • Mutual Funds
12 February 2020 | News

SSAB - A game changer?

Riskinformation EN SSAB is facing a major transition. The company, which until now has emitted the most carbon dioxide in Sweden, is to become carbon neutral. Key to this will be a complete change in the way its steel is manufactured. This was revealed when SSAB CEO Martin Lindqvist joined the Catella Fonder podcast together with Nordea sector analyst Christian Kopfer and Catella Fonder fund manager Martin Nilsson.

  • Sweden
  • Mutual Funds
12 February 2020 | News

A sustainable small caps fund requires genuine stock picking

Risk information With less than two months left, 2019 has so far been a really strong stock market year. The Stockholm stock exchange’s broad OMXSPI index is up around 25 percent since the start of the year, and among the gems that have sparkled especially brightly are the market’s many small companies. How does Catella Småbolagsfond go about picking its stocks, what does a well-composed portfolio look like and, not least, which sectors and companies are particularly hot right now and for 2020? Forest products, selected health care and technology, and really good corporate management and reliable owners – this is a brief summary of the wish list of Martin Nilsson and Henrik Holmer, the managers of Catella Småbolagsfond.

  • Sweden
  • Mutual Funds
10 January 2020 | News

Climbing a wall of worry

The stock market defied gravity in 2019 and rose by almost 35 percent, which is the highest annual return in 10 years. Climbing a wall of worry is an old saying on Wall Street that describes how a strong stock market can handle or even be spurred on by bad news. This describes 2019 very well. 

  • Sweden
  • Mutual Funds
10 January 2020 | News

Catella Hedgefond and the credit funds have become fossil-free

Riskinformation EN The stock market defied gravity in 2019 and rose by almost 35 percent, which is the highest annual return in 10 years. Climbing a wall of worry is an old saying on Wall Street that describes how a strong stock market can handle or even be spurred on by bad news. This describes 2019 very well. The end of 2018 struck a dull note as stock exchanges fell steeply right up until Christmas, and the market worried about a slowdown in the global economy on the back of a trade war and rising interest rates. However, thanks to a U-turn by the Federal Reserve in a very final days of 2018, a striking reversal of the trend set the scene for a fantastic year for stock markets.

  • Sweden
  • Mutual Funds