News archive

New stock-market records

August was another strong month for the stock markets, with several all-time highs. For the S&P 500 Index in the USA, we have to go all the way back to 1986 to find as strong a month.

Upturn for Delphi Nordic

A new manager took over Delphi Nordic at the beginning of 2020. After a challenging first quarter, this fund has now achieved an excess return for five months in a row. We call that a rising trend.

Upturn despite new outbreaks

The stock markets continued to rise in July despite new coronavirus outbreaks worldwide. At the same time, the companies' second-quarter reports provided a lot of support to the markets.

Surprisingly strong recovery

The stock markets rose again in June, although with a return of the volatility linked to the COVID-19 virus and the US election. At the same time, the strength of the economic recovery is surprising.

Reopening has begun

May was a strong month for the world's stock exchanges, lifted by greater positivity about the reopening of several key economies. At the same time, tension is increasing in the USA.

Strand Nygård joins Delphi

Halvor Strand Nygård has been been hired as a new member of Delphi's portfolio management team. For the past nine years, Nygård has been an analyst with SEB, focusing on the energy sector.

The way back

Following the major downturn in March, stock markets rebounded in April. Now, the gradual re-opening of several economies is being planned. This will test both disease-containment measures and stock exchanges.

Historical month

March was a month of historically large fluctuations on the world's stock exchanges. The coronavirus outbreak and effects of various measures are overshadowing everything.

Corona virus infects stock exchanges

After good stock-market developments in the first weeks of February, the month ended with sharp falls in share prices. Fears that the corona virus would spread overshadowed everything else.

From trade war to corona virus

2020 started with a strong stock market upturn, driven by positive macro and increases in earnings estimates. Towards the end of the month, the corona virus led to a sudden change in mood.