Blog

01/09/2026

Monthly Update: Active ETF Portfolios

in category Blog, Strategies
We offer thoughtful model portfolios based on exchange-traded funds (ETFs), designed for long-term savings. The portfolios provide global exposure and are designed to benefit from long-term trends in international financial markets, while keeping risk and volatility under control. Contents

31/08/2026

Market Pulse: The forest about to wake up?

in category Blog
The week kicks off with Market Pulse, packed with timely signals and observations on the state of the market—focusing only on what truly matters. We review the latest trades within our systematic strategies and explain the rationale behind each one. Analyzing the direction of the stock market is not about predicting the future, but about managing risk and seizing opportunities […]

29/08/2026

Weekly report: Two strategies reduce oil exposure

in category Blog
The weekly report provides a brief summary of the market situation and the current positioning of a selection of our weekly, systematic strategies. These strategies are combined into an ensemble covering multiple market regimes and asset classes, illustrating how different approaches respond to various market environments. The aim is not to present a ready-made portfolio, but to provide a structured […]

28/08/2026

Market Pulse: We evaluate a trend-following stock strategy

in category Blog, Strategies
On Fridays, the focus is on systematic stock strategies—strategies with clear rules for when to buy and sell, and how to manage positions and risk. Those of you interested in systematic trading have likely come across the book Automated Stock Trading Systems. It sounds advanced, but it isn’t. The strategies are based on simple, classic concepts such as trend following […]

27/08/2026

Is Private Banking Worth the Fees? Here's How to Calculate the Answer

in category Blog
Short answer: Sometimes. Private Banking is justified when you actually make use of specialist services regarding tax, legal matters, and generational succession. It is rarely justified when you are primarily paying for market commentary and the feeling that someone is keeping things under control. The problem is that most clients cannot determine which of the two situations applies to them, because they […]

26/08/2026

Market Pulse: Livestream and Q&A

in category Blog
We are hosting a live stream in conjunction with Wednesday’s episode of Market Pulse. During the broadcast, you will have the opportunity to ask questions about our service, our strategies, and the tools we offer. This is the perfect opportunity for anyone wanting to gain a deeper understanding of how to make the most of the analysis platform. When? August 26, […]

24/08/2026

Market Pulse: Seasonal Strategy, Dip Buying and New Holdings

in category Blog
The week kicks off with Market Pulse, packed with timely signals and observations on the state of the market—focusing only on what truly matters. We review the latest trades within our systematic strategies and explain the rationale behind each one. Analyzing the direction of the stock market is not about predicting the future, but about managing risk and seizing opportunities […]

23/08/2026

Weekly report: Bounce week in OMXS30, but commodities, gold and bitcoin in the lead

in category Blog
The weekly report provides a brief summary of the market situation and the current positioning of a selection of our weekly, systematic strategies. These strategies are combined into an ensemble covering multiple market regimes and asset classes, illustrating how different approaches respond to various market environments. The aim is not to present a ready-made portfolio, but to provide a structured […]

21/08/2026

Warrants and options, the same thing? Not really

in category Blog
This article was written by Joakim Sandén at Société Générale. Warrants are popular among Swedish retail investors seeking leverage and optionality without complex derivative contracts. But how do they actually work, and how do they differ from traditional options? What is a warrant? To understand warrants, one must first understand options. An option gives the holder the right, […]

21/08/2026

Market Pulse: Same signal, bigger playing field

in category Blog, Strategies
On Fridays, Market Pulse focuses on rules-based strategies. We use systematic models based on data, objective signals, and risk diversification. In last week’s episode of Market Pulse, we posed a question that many investors never consider: can a signal with higher accuracy still be inferior? We demonstrated that the answer is yes, using concrete figures from our Bollinger […]

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