{"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>In May, global stock markets rose broadly, closing near records, while volatility fell to low levels. The rally was driven by a few companies and rested more on hopes for peace in the Middle East than on resolved conflicts.<\/p>\n\n\n\n<p>Crescit Protect participated well in that environment. The fund rose 3.57 percent during the month, capturing about 82 percent of the global equity rally, without giving up its downside protection. We took a large part of the rally in the US and Europe, while the protection structure limited how much we followed Japan&#039;s rapid rush.<\/p>\n\n\n\n<p>During the month, we reduced our exposure to the US, which looks the most overbought, and started adjusting our protection levels upwards. With cheap protection and a market pricing in a calm that is not yet secured, we remain prepared for a pullback \u2013 while also being in the market if the uptrend continues.<\/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 Monthly Newsletter May 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\">Monthly Newsletter May 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}]}}