Marcus Grimfors’ Insights in NordSIP

Don’t miss Marcus Grimfors’ Insights in NordSIP’s Summary. NordSIP has published its review of Article 9 funds for the first quarter of 2024. This report covers the performance of 59 globally actively managed Article 9 funds, including 16 Nordic equity funds, 14 Nordic bond funds, 20 funds from international partners investing in public assets, and 9 funds from international partners investing in private assets.

What does the report say about CB Fonder?
The report contains insights and comments from CB Fonder’s manager and partner, Marcus Grimfors, on market outlook and specific investments. Some of the highlights include:

• Positive market outlook and increased market breadth: CB Fonder is optimistic about future market conditions and notes a broader participation of stocks and sectors in the market uptrend.
• Significant contributions from investments in waste management and the blue economy: Companies such as Waste Management, WSP Global, and Republic Services have been leading contributors during the quarter in the CB Save Earth Fund.
• Challenges within renewable energy: Nibe was the largest detractor to the fund performance, and the fund’s exposure to renewable energy has decreased.

Marcus Grimfors from CB Fonder comments, among other things: “We cannot say which themes will dominate the rest of 2024, but we are generally positive about the market. There are also some positive signs regarding market breadth, as the ‘Mag 7’ now shows more dispersion.”

Read the full report here to gain a deeper understanding of CB Fonder’s strategies, performances, and Marcus Grimfors’ thoughts in NordSIP’s report for Q1 2024.

All investments involve risk. Historical performance is never a guarantee of future returns. Unit prices and values can both increase and decrease, and an investment can be lost. This is not financial advice.