Skip to main content
  1. Monthly reports March 2022

    In March, the fund ended with a slight increase. The second part of the month was very strong, and the secondary market was very active.

  2. Financial markets and the economy in 2021

    Good news, bad news and real news. In 2021, bouncing back from the depths of the pandemic, we got a lot of good news. But not good enough for the stimulative policies to be pulled back. We also got an indisputable reminder of what really drives financial market returns.

  3. Sustainability report 2021

    One of our obligations as a Swan-labelled fixed income fund is to publish an annual report on the sustainability performance of the fund.

  4. Monthly reports February 2022

    In February, political turmoil drove credit spreads apart. However, the quarterly reports released this month were generally strong.

  5. Monthly reports January 2022

    Last year ended very strongly in the credit market. Therefore, a possible retreat in January was not entirely unexpected.

  6. Monthly reports December 2021

    Pareto ESG Global Corporate Bond performed well in December. The fund has positioned itself with a slightly lower interest rate duration as we forecast and hope that the Federal Reserve will come through and raise short-term rates in the US.

  7. Monthly reports November 2021

    The COVID-19 virus and its constant mutations stay with us like a bad habit. The latest development in November was that another severe variant, Omicron, has surfaced and spread. Many countries reintroduced limitations on travel. The markets reacted to the uncertainty with a sell-off of risk assets.

  8. Building our boat in voyage

    Responsible, sustainable investment is a young field. Motives, perceptions, definitions and regulations are constantly changing. Just a few years ago, a lot was driven by idealism.

  9. Monthly reports October 2021

    We are all born on this planet and the only way to preserve it is to find some political compromises that contribute to the good of the planet.

  10. Monthly reports September 2022

    The market sharply increased in volatility and lost its footing. Basically, all risk assets fell, especially after the Federal Reserve interest rate decision on September 21.