News and notifications
News and information about our funds and market commentaries.
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An energy crisis … and then?
Ok, so Russia shut down the Nord Stream 1 gas pipeline. I’m not convinced that we should be surprised, not at this point, but that does not lessen the sense of urgency. There has been little time for Europe – and Germany in particular – to secure the necessary energy for the coming winter from alternative sources.
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Estival exuberance
Financial markets are not always intuitive. In July, preliminary figures showed a 0.9% annualised decline in US GDP, following a decline of 1.6% in the first quarter.
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Fear and facts
Much has already been written about the S&P 500 posting its worst first six months in 52 years, falling by a full 20 per cent. Just as much should probably be said about the bond market, as global corporate bonds recorded a loss of 16 per cent – in investment grade!
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A sigh of relief – and a turning point?
How quickly we forget! May ended on a lighter note, but during the month things looked bleak.
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Tough times, tough measures, soft measures
It’s 2022 and we honestly never imagined a European country invading another European country. The Russian invasion of Ukraine is a shocking, atrocious, detestable act of aggression.
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Results from election meeting
At the election meeting, held on 20 May 2022, two unitholder representatives were elected to the board of Pareto Asset Management.
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A catch indeed
In 2004, Pareto Aksje Norge invested in Lerøy Seafood Group, a stock market rookie with a market value of just over one billion.
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Chaos and predictability
I just learned that April has been designated as Financial Literacy Month. In case you wondered, we owe that designation to our fellow finance professionals across the pond. New such-and-such days and months tend to originate there.
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Nice, predictable weakness
Microsoft had a poor start to this millennium. Over almost 15 years, from Christmas in 1999 to July 2014, total return was a dismal zero.
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Annual report 2021
At the outset of 2021, financial markets had shaken off the shock following the outbreak of the pandemic in the winter/spring of 2020.