News

Inflation and war once again made the headlines in February. Throughout a dismal 2022, when investors had to accustom themselves to the horrors of war and a steep increase in the price of money, their exposure to risk assets was successively reduced. With a relatively low participation level at the end of the year, the […]

MONTHLY SUMMARY What a difference a month makes! While December posted a large drawdown in stock prices, January saw one of the strongest starts of a year ever. The widespread pessimism and hence relatively low equity exposures at the end of 2022 quickly changed into a risk-on sentiment, much to the chagrin of many large […]

Interest rates, recession risks and earnings downgrades weighed down on investor sentiment in December. The much-anticipated Christmas rally did not materialize and equities fell during the month, closing out 2022 as the worst year since the global financial crisis of 2008. As had been the case for most of the year, the drawdown was once […]

Rhenman & Partners hires Amennai Beyeen as biopharma analyst. Amennai will have a particular focus on biopharma companies and the development of new drugs and treatments. He will be working closely with all colleagues of Rhenman & Partners’ five-person investment team, all based in the firm’s Stockholm office. Most recently Amennai comes from Novartis, where […]

Rate hikes and their impact on economic growth and earnings were the factors that defined November. The aggressive actions of central banks so far this year have probably influenced capital markets more than anything else, including the war in Ukraine. Having been caught wrongfooted by persistently high inflation numbers, the Federal Reserve and its counterparties […]

Following a poor September, capital markets experienced a strong October. The US Dow Jones Index posted its best October-month ever. Inflation numbers and thus interest rate hikes by central banks continued to take center stage. Fears that aggressive hikes would lead to a recession were mitigated by strong labor statistics, especially in the US. Value […]

Rhenman & Partners Asset Management AB appoints Teresa Isele as new CEO. Co-founder and current CEO Göran Nordström retires at the age of 69. Most recently Teresa comes from the role as CEO at Swedsec, which provides a licensing system for employees within the Swedish financial services industry. Teresa has previously held roles as acting […]

At this year’s prestigous Refinitiv Lipper Nordics Fund Awards Rhenman & Partners was awarded named the winner in the catergory “Alternative Long/Short Equity Global ” over a three year period.

All of us at Rhenman & Partners are very proud and happy to see Susanna Urdmark included in The Hedge Fund Journal’s “50 Leading Women in Hedge Funds 2021”. This is a fantastic recognition of her expertise, dedication and long-standing focus on the healthcare sector. Congratulations Susanna and all the women included in this year’s […]