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Månadsbrev Januari 2025
Marknadskommentar - Den första månaden av året inleddes starkt med en avkastning på 7,0 % för fonden. Den stora nyheten i världen var att Trump tillträdde som president och det blev omgående tydligt att Trump tog över rollen från FED som den största osäkerhetsfaktorn för marknaden och investerare. Vad ska Trump hitta på? Det är något som marknaden försöker gissa och inte minst FED, som har intagit en avvaktande position i väntan på att se vilka policyer som införs. Utifrån inflationen är nuvarande styrränta i USA kraftigt åtstramande eller "fel". Jag är fortfarande av uppfattningen att inflationen i USA kommer gå ner ytterligare vilket kommer innebära ytterligare räntesänkningar. Jag tror inte att tarifferna kommer att ha en betydande inverkan på inflationen, utan jag står fast vid att inflationen kommer att komma ner ytterligare med fler räntesänkningar som följd. Senaste gången vi hade ett handelskrig 2016-2020 fick det ingen påverkan på inflationen. Företag har ingen möjlighet att höja priserna i takt med tullarna, för då försvinner köparna. Däremot får Trump sin inkomst från tarifferna som han sedan kan skicka vidare till de amerikanska bolagen genom skattesänkningar.
When we talk about space as the industry of the future, it's easy to focus on the possibilities of exploring places beyond our own planet. But in reality, it’s just as much – if not more – about how we can utilize space resources here on Earth.
"Most of us aren’t aware of how dependent we are on space and satellite technology in our daily lives. The majority of the space sector today consists of satellites and the essential data they provide. Satellite data is used in everything from GPS navigation to weather forecasts. In the future, we’ll be able to use it to accelerate critical climate work and ensure that the entire world has access to the internet," says Christer Fuglesang, partner at Ace Fonder. Why it’s time to invest in the space sector in 2023
The space industry is currently undergoing a paradigm shift, and growth is happening at rocket speed. According to several analyses, the space sector will grow from a few hundred billion US dollars today to over a trillion US dollars in annual revenue by 2040.
Invest in Humanity's Future
"The landscape is changing drastically, and growth is strong, even though the space sector is already well-established. Privatization of the space sector has made it possible to realize ideas that have existed for a long time but couldn’t be executed due to enormous costs. We are looking at everything from projects that are already market-ready to visionary areas like space tourism, solar energy from space, and asteroid mining." No Competitors
Currently, there are no competitors; Space Fund is the only Swedish fund focusing on space. The fund will primarily invest globally in stocks and stock-related transferable securities issued by companies operating in the space industry and producing goods or services related to the space industry. Buy the fund on Avanza here
"It’s incredibly exciting to be part of this journey as a space expert. I have the opportunity to contribute my expertise from ESA as well as Saab and KTH, where I am a professor and advisor. All the technology we learn from space research can also be applied to future entrepreneurship. In addition to my other commitments, I’m also involved in the company I.S.A.A.C., whose business idea is to help companies apply and integrate space technology in various ways into their operations," says Christer Fuglesang, concluding: "The opportunities for us as a society are endless – just like space. I’m proud that, through Space Fund, we can offer small investors and savers a simple way to invest in humanity's future."
About Ace Fonder
Ace Fonder works with thematic investments. We specialize in investing in three exciting and rapidly growing megatrends: Space, Augmented Reality, and eSports/Gaming. Ace Fonder uses a so-called fund hotel – AIFM Capital AB, meaning that AIFM manages and administers the funds. The responsible fund manager is Magnus Nicklasson. For more information, visit Ace Fonder here
Risk Information
Investing in funds involves risk. The fund’s historical returns are no guarantee of future returns. Your money may increase or decrease in value, and it is not certain that you will get back the entire amount you invested. You are solely responsible for your investment decisions and should always review detailed information before making a decision.
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