News archive

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.

Strong end to 2019

The stock markets ended last year with a strong upturn in December. The economic growth is expected to continue in 2020, and the trade war appears to be heading towards a conclusion.

Shares continued to rise

Confidence that a trade agreement between China and the USA will soon be entered into, combined with improvement in global manufacturing figures, lifted the stock markets in November.

Changes to Delphi Funds

Stig Tønder has decided to pass on the baton after 25 years with Delphi Funds. As a result, we are now making a number of changes. New to the management team is Andreas Berdal Lorentzen.