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News and notifications

News and information about our funds and market commentaries.

  1. Weep not for the exchange rate

    Out of curiosity, I asked ChatGPT to pinpoint the most unexpected turn of events in the financial markets in April. In fixed income, it pointed to the sharp rise in long-term bond yields, particularly in the U.S. Treasury market. I’m not sure if it was truly unexpected, but it was indeed sharp: The 10-year yield rose by 48 basis points, while the 2-year yield almost followed suit, at 41 basis points.

  3. Swing pricing

    Pareto Asset Management AS has established procedures for swing pricing in accordance with the prospectus, to further improve protection of long-term unit holders, and shield existing holders from bearing trading related costs associated with the subscription and redemption of units.

  4. Pareto Investor Conference 2024

    18 - 19 April Pareto Asset Management hosted the Pareto Investor Conference 2024. We were grateful and humble to welcome more than 70 guests from Sweden, Norway, Germany, Finland, Switzerland and France for a two-day event in Stockholm.

  5. Of wolves and inconsistencies

    Financial markets in March were of the rosy kind. The MSCI World Index rose by 3.4%, bringing this year’s appreciation into double-digit territory. It’s being accompanied there by both the S&P 500 and the MSCI Nordic countries index, with the Euro STOXX 50 leading the pack at 12.9% after the first quarter of 2024.

  6. Annual report 2023

    Annual report for our Norwegian-registered funds with information on the management company and other financial products.

  7. Adjusted expectations

    Interest rates rose again in February, at both ends of the yield curve. This obviously reflects a realisation that key policy rates won’t be cut as fast or as much as many seemed to believe just a few months ago. Much of the decline from the last months of 2023 is thus wiped out.

  8. EuroHedge award win for Pareto Total: Best global equity hedge fund

    At the EuroHedge Awards 2023, held in London on February 29, Pareto Total was honored with the award for Best Global Equity hedge fund. The award was announced at a black-tie dinner at the JW Marriott Grosvenor House, with an audience of more than 400 senior executives.

  9. Risk as we don’t know it

    Securities markets in January were a mixed bag. Of the indices that I follow, the Danish OMX Copenhagen 20 came out on top – again. It’s been one of the best places to be invested for quite some time now, with an accumulated three-year return of 81% in local currency. In comparison, the MSCI World Index reached less than 34%.

  10. Big deal

    What drove markets in 2023? That’s an easy one: interest rates. Stock markets danced to the tune of changing interest rates, which in turn reflected shifting views on inflation and central bank rate moves or statements. The yield on US 10-year Treasury bonds in particular was centre stage for investors in a number of countries, due to the centrality of the US market.