News and notifications
News and information about our funds and market commentaries.
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Bull run fun
You may have read that the U.S. stock market just notched up its longest bull run in history:
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Semiannual report 2018
Halfway through 2018 the Oslo Børs mutual fund index has delivered a return of seven per cent.
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Question of the month
Acute powers of observation were not needed to notice that trade war featured prominently as a major concern in international and business media this summer.
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Monthly commentary Pareto Global
The stock market downturn at the beginning of summer changed to an upswing as quarterly results came in.
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Monthly commentary Pareto Aksje Norge
Even if the fund return during the first half of 2018 may seem uninterestingly close to that rare creature average or normal return, we see interesting movements in our portfolio.
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Bubble warning?
Here, for your enjoyment, are a few dire warnings about financial markets and the world economy:
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Monthly commentary Pareto Aksje Norge
Earnings season for this year’s first quarter is behind us, and we conclude that our holdings in sum fulfilled the market’s expectations.
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… and do not sway
Did you sell in May last year – and stay away? Too bad. You missed a genuine opportunity in the stock market, particularly if you stayed away from Norwegian stocks.
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Nuclear exclusion
Accomplished portfolio management is not just about finding the right securities. It is also about determining what not to own.
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Falling knife of gold
In the autumn of 2014, as the oil price had begun its descent, the market started worrying about Stavangerbased SR-Bank, due to its many clients in the oil industry.