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News

News and information about our funds and market commentaries.

  1. Monthly reports October 2020

    Political uncertainty and the drastic spread of Covid-19 became too much for the market during the last week of October.

  3. Monthly reports august 2020

    We have now been living with the effects of the Covid-19 virus for just over six months. The world and how we relate to it has probably changed permanently.

  5. Monthly reports July 2020

    There is still a lot to worry about in the global economy, but there are many bright spots as well.

  6. Monthly reports June 2020

    We have only reached the halfway mark for 2020 and major new events are still affecting our society.

  8. 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.

  9. 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.

  10. Monthly reports May 2020

    We all look for answers and signs that society can return to something that deserves to be called normalcy. We all want to leave Covid-19 behind us.