10/04/2025

Values ​​(almost) don’t matter – but here’s the exception you can’t miss

Values ​​(almost) don’t matter – but here’s the exception you can’t miss

Du har säkert hört det: ”Aktiemarknaden är dyr just nu” eller ”Nu är det köpläge – P/E-talet är lågt!” Det låter klokt. Och visst, värdering är ett viktigt verktyg för långsiktiga investerare. Men det är inte särskilt användbart om du försöker...

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29/03/2025

Weekly report: Trend structure continues to weaken

Weekly report: Trend structure continues to weaken

Veckorapporten ger en kort och koncis överblick av utsikterna för aktiemarknaden, innehav för tillgång- och sektorallokering, samt utvecklingen för systematiska strategier. Fokus på det viktigaste – inget brus, bara relevant information. Innehåll: Utsikter aktiemarknaden – Trend, makro, sentiment och säsongsmönster Positionering och...

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28/03/2025

When the time horizon is stretched – cycles and market perspective

When the time horizon is stretched – cycles and market perspective

När man tittar på marknaden dag för dag kan det lätt kännas som ett enda brus av nyheter, kursrörelser och känslostormar. Ibland behöver vi ta ett kliv tillbaka. När vi lyfter blicken och tittar på lite längre perspektiv, så börjar...

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25/03/2025

Market pulse Live 26/3: Ask Erik questions

Market pulse Live 26/3: Ask Erik questions

I invite you to a live stream on Marknadspulsen where you have the chance to ask your questions about our service, our strategies and the tools we offer. This is a perfect opportunity for those who want to get a...

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05/03/2025

ETFs based on covered call strategy

ETFs based on covered call strategy

Broker Montrose has launched “Montrose Global Monthly Dividend MSCI World UCITS ETF”, Sweden's first exchange-traded fund with monthly dividends. This ETF combines global diversification through exposure to the MSCI World Index with a covered call strategy to generate higher returns. How...

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04/03/2025

Market Pulse Live 3/5: Ask questions to Erik

Market Pulse Live 3/5: Ask questions to Erik

I invite you to a live stream on Marknadspulsen where you have the chance to ask your questions about our service, our strategies and the tools we offer. This is a perfect opportunity for those who want to get a...

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21/02/2025

Three seasonal cycles that affect the stock market – this is how we interpret them

Three seasonal cycles that affect the stock market – this is how we interpret them

Many investors look for patterns that can help them understand the movements of the stock market. One of the more talked about phenomena is seasonal cycles – recurring patterns that have historically been shown to influence the market. But just like with any other factor, there are...

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17/12/2024

Christmas rally – More myth than magic?

Christmas rally – More myth than magic?

The Christmas rally is one of the most talked-about phenomena in the stock market – a kind of seasonal miracle where stocks are supposed to surge just in time for us to wrap our Christmas presents and uncork the New Year's foam. But is it really the work of Santa? Or is it...

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