31/12/2024

2024: A typical year on the Stockholm Stock Exchange – Why it is important

2024: A typical year on the Stockholm Stock Exchange – Why it is important

When we sum up 2024, we can see that the year so far has ended with an increase of 6% for the Stockholm Stock Exchange. Compared to historical data, this appears to be a stable and fairly typical year. But what does 6% actually mean in the context of previous...

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21/12/2024

Weekly report: A red week across the board

Weekly report: A red week across the board

The weekly report gives you a short and concise summary without getting caught up in unnecessary noise – all to keep you informed and well prepared. You also get an overview of the development of our systematic strategies. In this edition: Stock market outlook on...

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23/11/2024

Weekly report: Success outside Sweden – diversification pays off

Weekly report: Success outside Sweden – diversification pays off

The weekly report provides you with a scientifically based analysis of market signals and a clear picture of the stock market outlook for the next 3–6 months. Here you also get an update on the development of our systematic strategies – all to keep you informed...

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05/10/2024

Weekly report: Increased allocation in commodities

Weekly report: Increased allocation in commodities

The weekly report contains signals from the noise. We summarize models and strategies, and try to decode the market's message with a scientific approach to stay on the right side of the larger trends. In this edition: Development portfolios/strategies Market commentary Development portfolios/strategies We present...

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09/09/2024

Return to a normal yield curve

Return to a normal yield curve

The US yield curve has now returned to a normal shape after being inverted since 2022. But what does this mean? When the yield curve inverts, it means that short-term interest rates are trading higher than long-term interest rates. Usually, it refers to the 2-year yield and...

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