News

Monthly comment November saw heightened volatility across financial markets, driven by the dramatic US election, Trump’s victory, his controversial cabinet nominations, fluctuating interest rates and currencies, geopolitical tensions as well as the earnings season. Donald Trump secured both the Electoral College and the popular vote. Republicans gained control of the Senate and the House of […]

Comment by: Hugo Schmidt, Portfolio Manager – Healthcare Services and Tools The healthcare sector is one of the world’s most regulated, and the US election naturally has significant impact on future policy decisions. We identify a number of key points from the new administration and Congress that we believe will influence the sector: The Trump […]

Monthly comment – October 2024 During October, the focus was initially on the earnings season where financials performed well. However, the high degree of uncertainty surrounding the election in the US increasingly led to heightened market volatility, where both sectors and individual stocks were affected by the polls. There were significant differences in currencies as […]

As in the previous month, September began with a spike in volatility. Mixed economic data, interest rate uncertainties and geopolitical tensions, all added to a weak start. With the benefit of hindsight, after nine out of the past ten months ended in the green, some profit-taking was perhaps to be expected, particularly bearing in mind […]

Rhenman & Partners hires Mattias Hagen as Investor Relations Director. Mattias joins Rhenman & Partners Investor Relations team based in Stockholm consisting of Erica von Bahr and Tom Josephson. In his role, Mattias will work both with Swedish and international investors. Most recently Mattias has worked with institutional investors at Carnegie Fonder. Prior to that […]

SUMMARY August started with a spike in volatility. Despite the initial stress, stock markets increased during the month, with the world index up 2.5 percent, measured in US dollars. Several central banks have now signalled their intention to cut interest rates in the coming months. The US election campaign is in full swing with continued […]

Rhenman & Partners hires Camilla Oxhamre Cruse as Portfolio Manager – biotech and pharma. She will have a particular focus on companies within pharmaceutical development. Camilla joins Rhenman & Partners’ investment team of four people, all based in their Stockholm office. Camilla has a master’s degree in biochemistry from Lund University (Lund) and obtained a […]

Stock markets increased slightly in July with the world index up 1.7 percent, measured in US dollars. A significant rotation from former stock market winners, mainly in technology, to value stocks and smaller companies was an important phenomenon during the month. The technology companies’ reports indicated slightly lower growth momentum, while smaller companies on the […]

Events during the month of June centered on the continuing geopolitical unrest around the world. The war in Ukraine intensified, negotiations to reach a ceasefire in the Gaza Strip failed, and Putin and Kim Jong Un deepened their cooperation. Financially, June saw overall strong equity markets, especially for the technology sector, but consumer-driven companies in […]