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Monthly summary – January 2024

By Karin February 7, 2024

Happy New Year! January turned out to be the third consecutive month with positive stock market returns overall despite investors’ initial hesitation. After the very strong finish in 2023, with November and December delivering bumper price increases, the new year however started off on a more apprehensive note. This was due not least to the […]

Monthly summary – December 2023

By Karin January 11, 2024

What a difference a couple of months makes! After a dismal period in August through October, markets swung around completely in November and December as investor sentiment turned for the better. Following November, when positive market action was largely due to short covering, price movements in December reflected a generally increased risk willingness on behalf […]

Monthly summary – November 2023

By Karin December 6, 2023

The end of the rate hiking cycle and rallies in both equities and bonds! After three dismal months where investors fretted about rising bond yields, uncertainty over inflation and/or recession, and the geopolitical situation, sentiment positioning was at a year low at the end of October. In November, however, all these concerns seemed to dissipate […]

Monthly summary – October

By Karin November 7, 2023

Rising bond yields, recession fears and war! Following a dismal performance in August and September, equity markets continued down in October with a third consecutive month of falling prices. On top of the worries of “higher for longer” bond yields and the implicit risk for the overall economy going forward, the Hamas terrorist attack against […]

The complex reality of investing in Biopharma

By Karin October 12, 2023

There has been a lot of buzz recently about the new treatment methods for Alzheimer’s disease and obesity. These breakthroughs are encouraging for patients and their families and bring hope of a better quality of life. Beneath the surface of these positive readouts, we see an ever-growing number of clinical trials in various therapeutic areas […]

Monthly summary – September

By Karin October 4, 2023

Rising rates and recession fears. The seasonal pattern of a weak late summer and early autumn came true once again, and equity markets sold off in September. In the absence of earnings reports and other major corporate news, investors focused solely on macroeconomic developments, especially in the US. Interest was centered on several issues: Fast […]

MONTHLY SUMMARY – AUGUST 2023

By Karin September 6, 2023

Summer doldrums! Following a five-month stretch of rising global stock prices, equity markets fell back slightly in August. After a better-than-feared earnings report season, investors re-focused on macro events. The tug-of-war in opinion regarding future central banks rate hikes, significantly higher yields on long-term government bonds, as well as worries over developments in the Chinese […]

Monthly summary – June 2023

By Karin July 6, 2023

Rates, recession and a Russian uprising! After the dominating themes in May; the US debt ceiling on one hand and the brilliant prospects of Artificial Intelligence on the other, evaporated from investor’s minds and central banks’ policies and the risk of a looming recession took center stage in June. Following a fantastic first half of […]

Susanna Urdmark to leave Rhenman & Partners

By Camilla June 16, 2023

Susanna Urdmark, Co-head and senior fund manager, has decided to leave the firm after six years to pursue other opportunities. Susanna will leave her position during summer. “I would like to thank Susanna for her important contribution to the fund’s successful development, and wish her all the best on the journey ahead”, says Henrik Rhenman, […]

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