Monthly Report January 2022
Fixed Income Portfolio Managers comments After a quiet start of the year, volatility gradually increased and January became a turbulent month with falling stock prices and rising interest rates. The conflict between Russia and NATO escalated and the risk of a Russian invasion of Ukraine has increased significantly. A lot of diplomatic initiatives were taken […]
Läs vidareMonthly Report December 2021
Fixed Income Portfolio Managers comments During December, the new mutation of the Corona virus, Omikron, continued to cause problems as it proved to be more contagious than previous variants. This has led to an increased spread of infection, which has led to further shutdowns and restrictions around the world. In the market, however, the risk […]
Läs vidareMonthly Report November 2021
Fixed Income Portfolio Managers comments During the month, the volatility increased in financial markets as a result of concerns about the new mutation of the Corona virus, Omikron. The news about the new virus variant led to falling prices in most risk assets such as equities, credits and commodities. At the same time, prices of […]
Läs vidareMonthly Report October 2021
Fixed Income Portfolio Managers comments The news flow during October was dominated by the same topics that were in focus in September, ie rising inflation, rising interest rates, US politics and the problems in the Chinese real estate sector. The trend with increasing inflationary pressure continues, however, a large part of the higher inflation can […]
Läs vidareMonthly Report September 2021
Fixed Income Portfolio Managers comments In September, the volatility in the financial markets increased due to concerns regarding the recovery in the global economy. In China, the problems continued for the real estate developer Evergrande, which is struggling with high leverage after many years of debt-financed growth. The company has defaulted on interest payments on […]
Läs vidareMonthly report August 2021
Fixed Income Portfolio Managers comments Despite a slow start due to the holiday season, August became a busy month. The recovery in the global economy continued, supported by lifted restrictions, which contributed to increased consumption of goods and services. At the same time, there are a number of challenges that may threaten future economic growth, […]
Läs vidareMonthly Report July 2021
Fixed Income Portfolio Managers comments Summer is here and the financial markets have shown that July can be an exciting month too. The delta variant of the coronavirus created some concern in mid-July when the spread increased in many countries, but at the same time the number of patients in intensive care units remains low […]
Läs vidareMonthly Report June 2021
Fixed Income Portfolio Managers comments During the G7 summit in the UK, the G7 leaders emphasized the importance of strengthened international cooperation and that financial policy stimulus is important to maintain the economic recovery. Although some of the economic figures released, did not meet market expectations, it is clear that we are in a recovery […]
Läs vidareTrading information: Simplicity Småbolag Global closed for trading on 2021-07-05
Since the US markets are closed Monday 5th of July, so is Simplicity Småbolag Global. The fund will open for trading again on Tuesday the 6th of July.
Läs vidareMonthly reports March 2021
Equity funds Market commentary Rising interest rates and relatively low valuations contributed to banks and investment companies being at the top of Simplicity’s equity funds and contributed to the positive performance of all funds during the month. Svolder, Ratos and Bure performed strongly in Simplicity Småbolag Sverige together with SEB, Investor and EQT as well […]
Läs vidare