Monthly Comment April 2022

Continued war in Ukraine and its implications put markets under pressure in April. In connection with new shutdowns in China, the risk of continued logistics problems and component shortages, increased, with supply disruptions and rising prices as a result.

Read More


Monthly Comment March 2022

The war in Ukraine continues to dominate the news flow and our thoughts. Despite all the horror, the major stock markets have remained largely unchanged since the outbreak of war on the 24th of February.

Read More


Monthly Comment February 2022

During February, focus has been on the tragic events in Ukraine and the Russian invasion that began on February 24th and has since intensified.

Read More


Monthly Comment January 2022

Stock markets continued to rise into the new year. After a few days, however, the mood changed, and markets dropped. An escalating conflict between Russia and NATO with the risk of an invasion of Ukraine, higher inflation figures and a more hawkish FED all contributed...

Read More


Monthly Comment December 2021

The year ended with rising stock markets. The Nasdaq Stockholm was at the top while the SEK remained weak. The news flow has been dominated by the spread of Omicron and...

Read More


Monthly Comment November 2021

After quite positive performance during October, mainly driven by the reporting season, financial markets turned into negative territory during November. The spread of Covid-19 has risen significantly in Europe during the autumn and Omikron...

Read More


Monthly Comment October 2021

Focus on inflation and rising interest rates dominated the news flow in October together with the company reports for the third quarter. The oil price continued to rise and traded at levels not seen since 2018 for the Brent and 2014 for WTI.

Read More


Monthly Comment September 2021

In September, the financial markets became increasingly nervous. The SAX index in Sweden lost just over 6%, the stock exchanges in Europe and the USA were also down - the S&P 500, for example, was down just over 5%.

Read More