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Current Crescit
Market Letter July 2026

Crescit Hedge was unchanged in July, at 0.0 percent, and is up +5.4 percent for the year. It was a month when the broad stock market indices were almost

Current Protect
MARKETING LETTER JULY 2026

Crescit Protect (USD class) fell -0.35 percent in July, giving a +5.9 percent for the year. It was a month when the broad stock market indices were almost stagnant,

News
Monthly Commentary July 2026

July was a month when the broad stock market indices barely moved, while a lot was happening below the surface. Semiconductor stocks fell sharply, momentum reversed abruptly, and oil

Current Protect
MARKETING LETTER JUNE 2026

In June, geopolitical concerns subsided and oil prices fell back, but the relief did not lift everything. The market rotated: Europe and Japan rose while the US fell, and

Current Crescit
Market Letter June 2026

In June, geopolitical unrest subsided and oil fell back, but the relief did not lift everything. The market rotated: Europe and Sweden rose while the US fell, and

News
Monthly Commentary June 2026

In June, the tone of the conflict that had dominated the market for six months turned. Tanker traffic through Hormuz resumed, oil prices fell back and the acute concern eased.

Current Crescit
Market Letter May 2026

In May, global stock markets rose broadly and closed near records, while volatility fell to low levels. The rise was driven by a few companies and rested

Current Protect
MARKETING LETTER MAY 2026

In May, global stock markets rose broadly and closed near records, while volatility fell to low levels. The rise was driven by a few companies and rested

News
Monthly Commentary May 2026

In May, global stock markets rose broadly and closed near records. At the same time, long-term interest rates reached their highest levels in many years and inflation in Europe accelerated.

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Europe or the USA?

Valuation gap, growth gap and what the Swedish base currency means. The year started well for Europe. Then came March, the oil shock and the US took the lead again. It is a

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