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Carlsquare weekly market letter: Risk is back in the game

15 nov 2023

Read the weekly market letter here:

Carlsquare weekly market letter

• The US junk bond market gives a buy signal for the stock market. Risk taking is back in fashion
• The mighty seven tech stocks in the US stock market still lead the way. With a weaker USD, emerging markets, commodities and small caps could be the next winners
• For the seasoned IPO market, it is gratifying to see that the IPO index is rising sharply
• We also take a special look at the Swedish property market as it is highly sensitive for interest rates

The graph below illustrates that interest from investors is now focused on growth stocks instead of value stocks.



The information in this presentation is based on what the publisher, Carlsquare, believes to be reliable sources. However, we cannot guarantee its content. Nothing in the presentation should be construed as a recommendation or solicitation to invest in any financial instrument, option, or the like. Opinions and conclusions expressed in the presentation are for the recipient’s use only. The contents may not be copied, reproduced, quoted, or distributed to anyone else. Carlsquare shall not be liable for any loss arising from any decision taken based on the information contained in this presentation. Past performance should not be taken as an indication of future results. Changes in foreign exchange rates may affect the value, price or income of an investment made abroad or in a foreign currency.

The analysis is not directed at U.S. Persons (as that term is defined in Regulation S under the United States Securities Act and interpreted in the United States Investment Companies Act of 1940), nor may it be distributed to such persons. The analysis is not intended for natural or legal persons where the distribution of the analysis to such persons would involve or entail a risk of violation of Swedish or foreign laws or regulations.

Carlsquare weekly market letter: Risk is back in the game