{"id":4970,"date":"2026-06-02T12:40:06","date_gmt":"2026-06-02T11:40:06","guid":{"rendered":"https:\/\/crescit.se\/?p=4970"},"modified":"2026-06-02T12:46:22","modified_gmt":"2026-06-02T11:46:22","slug":"marknadsbrev-april-2026-3","status":"publish","type":"post","link":"https:\/\/crescit.se\/en\/marknadsbrev-april-2026-3\/","title":{"rendered":"MARKETING LETTER MAY 2026"},"content":{"rendered":"<p>I maj steg v\u00e4rldens b\u00f6rser brett och st\u00e4ngde n\u00e4ra rekord, samtidigt som volatiliteten f\u00f6ll till l\u00e5ga niv\u00e5er. Uppg\u00e5ngen drevs av ett f\u00e5tal bolag och vilade mer p\u00e5 hopp om lugn i Mellan\u00f6stern \u00e4n p\u00e5 l\u00f6sta konflikter.<\/p>\n\n\n\n<p>Crescit Protect deltog v\u00e4l i den milj\u00f6n. Fonden steg 3,57 procent under m\u00e5naden och f\u00e5ngade omkring 82 procent av de globala aktiernas uppg\u00e5ng, utan att ge upp sitt nedsidesskydd. Vi tog en stor del av uppg\u00e5ngen i USA och Europa, medan skyddsstrukturen begr\u00e4nsade hur mycket vi f\u00f6ljde med i Japans snabba rusning.<\/p>\n\n\n\n<p>Under m\u00e5naden minskade vi exponeringen mot USA, som ser mest \u00f6verk\u00f6pt ut, och b\u00f6rjade justera upp skyddsniv\u00e5erna. Med billigt skydd och en marknad som priss\u00e4tter ett lugn som \u00e4nnu inte \u00e4r s\u00e4krat beh\u00e5ller vi beredskapen f\u00f6r en rekyl \u2013 samtidigt som vi \u00e4r med om uppg\u00e5ngen forts\u00e4tter.<\/p>\n\n\n\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/crescit.se\/wp-content\/uploads\/2026\/06\/Manadsbrev-Maj-2026-Protect.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Embed of M\u00e5nadsbrev Maj 2026 (Protect).\"><\/object><a id=\"wp-block-file--media-6d27f739-0653-4417-9eb7-ea84bc577c0c\" href=\"https:\/\/crescit.se\/wp-content\/uploads\/2026\/06\/Manadsbrev-Maj-2026-Protect.pdf\">M\u00e5nadsbrev Maj 2026 (Protect)<\/a><a href=\"https:\/\/crescit.se\/wp-content\/uploads\/2026\/06\/Manadsbrev-Maj-2026-Protect.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-6d27f739-0653-4417-9eb7-ea84bc577c0c\">Download<\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>I maj steg v\u00e4rldens b\u00f6rser brett och st\u00e4ngde n\u00e4ra rekord, samtidigt som volatiliteten f\u00f6ll till l\u00e5ga niv\u00e5er. Uppg\u00e5ngen drevs av ett f\u00e5tal bolag och vilade mer p\u00e5 hopp om lugn i Mellan\u00f6stern \u00e4n p\u00e5 l\u00f6sta konflikter. Crescit Protect deltog v\u00e4l i den milj\u00f6n. Fonden steg 3,57 procent under m\u00e5naden och f\u00e5ngade omkring 82 procent av [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":4972,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[29,20],"tags":[],"class_list":["post-4970","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aktuellt-protect","category-protect"],"acf":[],"_links":{"self":[{"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/posts\/4970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/comments?post=4970"}],"version-history":[{"count":2,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/posts\/4970\/revisions"}],"predecessor-version":[{"id":4975,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/posts\/4970\/revisions\/4975"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/media\/4972"}],"wp:attachment":[{"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/media?parent=4970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/categories?post=4970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/tags?post=4970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}