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News and information about our funds and market commentaries.

  1. Boring … boring … boring …?

    Yes, July turned out to be another good month for both stocks and bonds. Nordic and global stock markets rose by some three to four per cent in local currency, while credit spreads were compressed, especially in US high yield, tightening by more than one percentage point.

  2. Rising with the current

    In October 2018, Pareto Global invested in the French company Schneider Electric, which sells products and services that ensure uninterrupted energy supply and reduce electricity consumption.

  3. Don’t fight them all

    There’s a market adage that says, “don’t fight the Fed”. This year, we have seen that it just might need to be revised, or rather expanded.

  4. Successful windmill tilting

    Bonheur has been a share for the patient. Pareto Aksje Norge has held the share since April 2008, for many years without seeing much in terms of returns. However, it has been chronically low priced, providing, in the eyes of the portfolio managers, a good opportunity.

  6. Financial markets and the economy in 2019

    The markets once again overruled intuition: Global growth estimates were reduced by a full percentage point – and universal gloom turned to exuberance.

  7. Uneven sighs of relief

    At a webinar a couple of days ago we received an interesting question from one of the attendees. He wondered if lower interest rates really made current stock market pricing look that attractive, enclosing two graphs produced by a well-respected competitor.

  8. Even more active management

    You may not have thought about it, but you do influence business and industry. Through your investment in securities, directly or indirectly through our funds, you exert influence on companies’ cost of capital. About time, then, to reflect on what you want to achieve by way of this influence.

  9. Malfunction payoffs

    I’m delighted to note that the markets soared in April. The S&P 500 returned almost 13%, the Norwegian market about 10% and the Stockholm benchmark index 7.5%.

  10. A great time for decision errors

    In my comment to the January fund updates, I wrote the following: So what’s to say about the possible pandemic that isn’t already said?