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Inspiration543

A man stands in a room inside a production plant, looking out over the machines on the factory floor.
21 Oct 2026
3 min read
Investment IdeaSKF Holds Its Margin, but Cash Flow Tells a Different Story

SKF is one of the world’s largest manufacturers of bearings (mechanical components that reduce friction in everything from wind turbines to car wheels). The Swedish company is working to simplify its business by separating its Automotive division into a standalone company and focusing more closely on industrial markets with higher margins. Q1 2026 was the first quarter reported under a new structure with three segments, marking a milestone not just for its results, but also for how SKF will present its business in the future.

AIISA (Sponsored by Vontobel)
Stor kommunikationsmast sedd ovanifrån, omgiven av grön gräsmatta och öppet landskap.
20 Oct 2026
3 min read
Investment IdeaCash keeps flowing, but Swedish broadband stalls

Tele2 is a Swedish telecommunications company offering mobile services, fixed broadband, TV and business connectivity in Sweden and the three Baltic states: Lithuania, Latvia and Estonia. Competition is intense, and margins depend on cost control rather than volume alone. This covers the third quarter of 2026 and was published today under leadership of the company’s new CEO Nicholas Högberg, who took over earlier this year following Jean Marc Harion’s departure.

AIISA (Sponsored by Vontobel)
Tietokonesiru kuvattuna suoraan yläpuolelta
19 Oct 2026
3 min read
Investment IdeaTSMC: Riding the AI Wave While Navigating Global Risks

Taiwan Semiconductor Manufacturing Company (TSMC) is at the heart of the global AI boom. Although AI sentiment, interest rates, and geopolitical tensions remain important factors for investors to consider, Strong demand for advanced chips continues to support earnings and investment.

Vontobel Markets
Business professionals in suits collaborate around a desk with laptops, discussing future business strategy.
16 Oct 2026
4 min read
Investment IdeaInvestor: Patricia Industries finally fires, but ABB stumbles and EQT lags

Investor AB, founded by the Wallenberg family in 1916, is Sweden’s largest listed holding company.. It owns stakes in thirteen publicly traded companies, including ABB, Atlas Copco, Saab, AstraZeneca, and SEB among the largest, as well as a portfolio of wholly owned private businesses grouped under Patricia Industries, from wound care specialist Mölnlycke to US healthcare distributor Sarnova. A third leg, Investments in EQT, ties Investor to one of Europe’s biggest private equity managers. The company’s most watched number is its adjusted net asset value (NAV), which represents the estimated total worth of all its holdings, minus debt (one might think of it as one of the market’s best estimates of Investor true value per share).

AIISA (Sponsored by Vontobel)
Server racks with multiple power and network cables
15 Oct 2026
3 min read
Investment IdeaEricsson Begins Narvinger's CEO Era with a Stable Quarter

Ericsson builds the infrastructure on which mobile networks rely: the radios, software and services that operators such as AT&T, Vodafone and Jio need to keep billions of people connected. Q3 2026 is the first quarterly report presented by new CEO Per Narvinger, who took over during the summer. While the results themselves are broadly solid, the forward-looking commentary carries a note of caution that is worth paying attention to.

AIISA (Sponsored by Vontobel)

Education6

Trappa till kontoret
28 Aug 2023
4 min read
EducationExchange-traded products

Exchange-traded products are a broad category that allow for leveraged investments in assets that might otherwise be inaccessible to private investors.

Vontobel Markets
28 Nov 2022
4 min read
EducationTracker certificates

Tracker certificates enable investors to invest in themes, strategies, regions, or countries, making it easier to diversify even with small amounts of money. Tracker certificates replicate the performance of the underlying asset without leverage, a cap, or capital protection. Investors participate nearly 1:1 in rising and falling prices of the underlying asset. The underlying assets can especially be indices or equity baskets. In this way, you can invest in a whole stock market or basket in only one transaction without having to buy all the individual stocks. This is why tracker certificates are a great product for targeted investment in specific themes.

Vontobel Markets
28 Nov 2022
5 min read
EducationUnlimited Turbos

Unlimited Turbos, also called Open-End Knock-out Warrants, allow investors to participate disproportionately in the performance of an underlying. The leverage effect results from the fact that less capital has to be invested than for an investment in the respective underlying. Investors can speculate on a rising or falling underlying with a small capital investment. These products can be used to speculate on various asset classes such as shares, indices, commodities, precious metals, interest rate instruments or currency pairs.

Vontobel Markets
28 Nov 2022
5 min read
EducationMini Futures

Mini Futures offer investors the opportunity to participate disproportionately - with a leverage effect - in the performance of an underlying with a small capital investment. Long Mini Futures can be used to speculate on rising prices, while short mini futures can be used to speculate on falling prices. The products have an unlimited term, provided the product is not terminated by reaching the stop-loss level (or stop-loss barrier). In addition, a wide selection of underlyings are available, such as shares, indices, commodities, precious metals, interest rate instruments, currency pairs and cryptocurrencies.

Vontobel Markets
28 Nov 2022
3 min read
EducationBull & Bear certificates

With Bull & Bear certificates, investors can participate in the ups and downs of markets worldwide. The certificates offer investors the option of putting their market opinion into action according to their own appetite for risk. Bull & Bear certificates allow investors to participate with leverage in the performance of equities, indices, currencies, or commodities.

Vontobel Markets

FAQs6

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