{"id":5104,"date":"2026-07-02T14:34:51","date_gmt":"2026-07-02T13:34:51","guid":{"rendered":"https:\/\/crescit.se\/?p=5104"},"modified":"2026-07-02T23:59:54","modified_gmt":"2026-07-02T22:59:54","slug":"marknadsbrev-juni-2026-2","status":"publish","type":"post","link":"https:\/\/crescit.se\/en\/marknadsbrev-juni-2026-2\/","title":{"rendered":"MARKETING LETTER JUNE 2026"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"5104\" class=\"elementor elementor-5104\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-57f27056 e-flex e-con-boxed e-con e-parent\" data-id=\"57f27056\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-106384a8 elementor-widget elementor-widget-text-editor\" data-id=\"106384a8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"31:1-31:408;2041-2448\">In June, geopolitical concerns subsided and oil fell back, but the relief did not lift everything. The market rotated: Europe and Japan rose while the US fell, and the month ended with a rebound in technology. Crescit Protect took a break and fell 0.6 percent in the USD class, while the year is +6.2 percent. The difference against the Swedish class was large, +4.2 percent in June, as the dollar weakened against the krona.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"33:1-33:290;2450-2739\">We held the protection throughout the month. The fund&#039;s put options were around 17 percent below index levels, and the fund participated in the rise in Europe and Japan while the American part was the underdog. The point of Protect is to participate in the market with a floor under your feet, not to catch every rise.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"35:1-35:137;2741-2877\">For the saver, this means a smoother journey and less sensitivity to a quick setback, without us needing to predict exactly when it will come.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<p><!-- wp:file {\"id\":3847,\"href\":\"https:\/\/crescit.se\/wp-content\/uploads\/2026\/07\/Manadsbrev-Juni-2026-Protect.pdf\"?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8I0do_C3vu_RJllrecZLUgUalqaNy8H1BAV2O-ZD-jrGtmgmeH09y6ebvZbelCLqDUeLfu\",\"displayPreview\":true} --><\/p>\n<div><object style=\"width: 100%; height: 600px;\" data=\"https:\/\/crescit.se\/wp-content\/uploads\/2026\/07\/Manadsbrev-Juni-2026-Protect.pdf\" width=\"300\" height=\"150\" aria-label=\"Monthly Newsletter July 2025\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\"><\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\"><\/span><\/object><\/div>\n<p><!-- \/wp:file --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>I juni d\u00e4mpades den geopolitiska oron och oljan f\u00f6ll tillbaka, men l\u00e4ttnaden lyfte inte allt. Marknaden roterade: Europa och Japan steg medan USA f\u00f6ll, och m\u00e5naden avslutades med en rekyl i teknologi. Crescit Protect gjorde en paus och f\u00f6ll 0,6 procent i USD-klassen, medan \u00e5ret st\u00e5r p\u00e5 +6,2 procent. Skillnaden mot den svenska klassen var [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":5106,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[29,20],"tags":[],"class_list":["post-5104","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\/5104","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=5104"}],"version-history":[{"count":5,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/posts\/5104\/revisions"}],"predecessor-version":[{"id":5115,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/posts\/5104\/revisions\/5115"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/media\/5106"}],"wp:attachment":[{"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/media?parent=5104"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/categories?post=5104"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crescit.se\/en\/wp-json\/wp\/v2\/tags?post=5104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}