President Donald Trump has unveiled new tariffs aimed at addressing trade imbalances and protecting American ...

Has the Great Rotation finally commenced? While it is still early days, we are potentially witnessing a ...

Recent shifts in global dynamics, particularly regarding America's stance on Russia and Ukraine, have sent ...

2025 has already sprung several surprises – are these a product of fragile market sentiment and political ...

Our global emerging markets fund SKAGEN Kon-Tiki is well-placed for an ever-changing political and economic ...

In today's market, traditional equity indices no longer offer a true reflection of global stock performance. ...

Despite a late dip, 2024 marked another excellent year for stock markets globally as continued economic ...

The year 2024 will be recorded as another good year for equities – 56 new all-time-highs in the S&P alone – ...

The US election result could signal a new world order but also an opportunity for investors to reassess ...

On Tuesday, South Korea averted a political crisis when President Yoon Suk Yeol reversed his imposition of ...

The Bestselling Author Who Challenges Risk and Uncertainty. Acclaimed by The Economist, New York Times ...

Stein Svalestad is the CEO and a portfolio manager for SKAGEN. Stein joined SKAGEN Funds almost ten years ago ...

Lead Portfolio Manager Knut Gezelius examines how elections impact the US stock market and assesses the ...

An Active Manager with a Proven Track Record. As the founder, co-owner, and investment director of Summit ...

A Rate Hawk Offers Insight into the Financial Machinery. After 10 years as one of the twelve Federal Reserve ...

While stock markets have generally signalled their approval of the clear-cut victory for Donald Trump and the ...

With the US attracting much investor attention in the countdown to election day, the strong recent ...

The Art of Playing Your Cards Right. Value investor, author, and poker player. The co-founder and president ...

The candidates are inseparable in the election ratings but have many divergent views, including on the ...

In the second of a series of articles ahead of the US election, I explore the central factor in voters’ minds ...

CTP, a major logistics player in Central and Eastern Europe, is setting the pace in the industry with its ...

The third quarter saw a broadening of the equity rally and the emergence of several factors that signal a ...

On a recent trip to China and India, we were struck by the stark contrast between the two economies. In Hong ...

The Mountain Infantryman Exploring Emerging Markets. Emerging markets have been the focus of Louis-Vincent ...

When Value and Responsibility Go Hand in Hand. Professor of finance, speaker, and author. If you are ...

Bargain prices and an improving economic environment look favourable for smaller companies to generate bigger ...

With many property markets improving and delivering positive returns in 2024, investors are increasingly ...

As a dwindling number of stocks drive global equity returns, what are the implications for markets and ...

We recently met with our two Canada-based holdings and received positive updates on their ambitious plans for ...

Global equities maintained their ascent in the second quarter, but fewer stocks are generating the returns – ...

Despite news headlines dominated by ongoing elections globally, the impact on overall investment returns ...

In the first of a series of articles ahead of the US election, I examine how the reversal of capital flows ...

Our flagship equity fund is lagging the tech-heavy global index this year but is well-placed for the ...

Why neglected small-caps driving real-world changes can be the big winners of the green transition.

The latest round of inflation data appears to have reassured investors that interest rate cuts remain in ...

After a strong end to last year, listed real estate has had a more difficult start to 2024.

Our global small and mid-cap fund has won several international awards in recognition of its strong long-term ...

Top performing fund wins best global equity small and mid-cap category over five years.

Stock markets around the world broke records during the first quarter but economic and geopolitical risks are ...

Portfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.  

SKAGEN has won the prestigious Dutch award, the Golden Bull (Gouden Stier), in the category Fund House of the ...

On a recent visit to South Korea, Vietnam and India, we discovered three very different cultures and ...

While we do not claim to be able to slow climate change, we can say that when we invest and engage with a ...

The course for emerging market investors rarely runs smooth and 2024 has so far been no exception.

Our flagship global equity fund has maintained its strong recent performance into the new year thanks to its ...

SKAGEN Kon-Tiki webinar this week to discuss our role in improving shareholder returns at Korean banks.

Distorted valuations at both ends of the equity market capitalisation spectrum create risks for ...

Perhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a ...

In 2023, the equity market (once again) trumped the pessimists who erroneously projected a weak year for ...

I suspect that the calendar year 2023 will be remembered with mixed emotions as the global economy and ...

2023 has been another challenging year for emerging markets relative to developed ones. Despite the headwinds ...

A side-effect of the runaway returns generated this year by the world’s biggest companies is that those lower ...

At a time when the market has become highly concentrated, picking winners rather than backing the whole field ...

Improving economic fundamentals and bargain valuations should mean brighter times ahead for property ...

So far 2023 has been a year of surprises. At the outset, most economists expected a global recession – the ...

German automotive supplier receives bid at healthy premium delivering value for fund’s unitholders.

The fund is the 2023 winner of the Sicav de Cristal – Kristallenfondsen LA LIBRE Belgique - De Standaard in ...

Our emerging markets fund is flying high, delivering benchmark-beating returns through a valuation-driven ...

Top ten holding receives bid at attractive premium that would create significant value for fund's unitholders.

Our oldest fund continues to deliver solid absolute returns for clients and strong relative performance. With ...

As summer turns to autumn, it is always good to reflect on the year so far and what the remainder of 2023 ...

Global equities ground upwards in July as investor confidence in the economy grew while the reported pace of ...

The market's strong first half performance inevitably brings higher risk, particularly given its slender ...

Global equity markets ignored doomsayers and climbed higher in the second quarter. Large technology companies ...

Opinions on the same facts can widely differ, as is evident in the current bull market. In this era of short ...

A cornerstone of SKAGEN's investment approach over the past three decades has been our long-term perspective. ...

Recent fund raisings signal growing appetite for real estate and offer greater certainty for investors.

Global equities traded sideways in May as the debate around interest rate movements and inflation raged on. 

As SKAGEN celebrates its 30th anniversary, we assess how the changing investment landscape has impacted ...

AI is fuelling short-term market gains but its long-term power will be far more potent - especially for those ...

Emerging markets are exciting territory for investors with an appetite for value creation. And now is a good ...

Engaging with companies is a key part of an active manager’s responsibility and ESG topics regularly feature ...

The Sustainable Financial Disclosure Regulation (SFDR) impacts all financial market participants. The main ...

Global equities were broadly flat in April but showed some intermittent volatility as persistent inflation ...

Top performing fund wins best global equity small and mid-cap category over three years.

Our global equity fund has started 2023 strongly with its freight company holdings driving the portfolio ...

Real estate punches above its financial weight in terms of CO2 emissions and plays an important role in ...

We are specialists in contrarian global small and mid-cap stock picking. We believe that going against the ...

SKAGEN's focus on good corporate governance is long-standing. For almost 30 years we have recognised it as ...

SKAGEN Kon-Tiki portfolio company Raizen's circular approach to energy production highlights Brazil's ...

The banking sector has been extremely volatile of late. What is SKAGEN's view of the turmoil and what is the ...

As the world grapples with the challenge of determining what constitutes sustainable investing, it can be ...

Global equities declined in February as stubborn inflation data signalled further upward pressure on interest ...

One of the largest holdings in SKAGEN Kon-Tiki is the Brazilian materials company Suzano. As a  nearly 100 ...

Our global emerging market fund SKAGEN Kon-Tiki continues to outperform, driven by stock selection and price ...

SKAGEN Kon-Tiki Portfolio Managers, Fredrik Bjelland and Cathrine Gether, joined by Head of ESG, Sondre Myge, ...

Global equities had a strong January on market optimism that the rapid rise in interest rates may be ...

January is the month to get active both physically and financially – good stock picking will ensure ...

"You have to dare to be contrarian and look for the really good bargains. That is where the great ...

Having dined with Vladimir Putin, been adviser to a former US President and taken the witness stand in the ...

We consider the advantages of an active, price-driven, contrarian and long-term investment strategy in times ...

It is typically measures such as wind, water and renewable energy that are at the core of the political ...

Equities to recover once recession confirmed; interest rate normalisation to sustain value recovery.

Professor Aswath Damodaran has dedicated a large part of his career to explaining how companies are valued in ...

Like most regions, emerging markets have been an unhappy hunting ground for investors in 2022. Slowing ...

Few people are better placed to understand the turmoil in global financial markets today than Mohamed ...

As we enter the final phase of a painful year for investors across nearly all asset classes, SKAGEN ...

The man behind the open-source intelligence service Bellingcat is on a relentless quest for the truth. You ...

October marks a decade since the start of our real estate fund which has skilfully navigated a rapidly ...

Global investors are keenly following the presidential election in Brazil. SKAGEN Kon-Tiki Portfolio Manager ...

In difficult periods, it is easy to forget that stock markets have a long history of running hot and cold, ...

Like most risk assets, real estate has had a difficult 2022. More than usual, returns have been driven by ...

As stock markets continue to slide and sentiment darkens by the day, it is natural to wonder how close we are ...

While investor sentiment remains negative, the longer term opportunities are bright.

In July, SKAGEN Focus bought into the clothing brand Levi's. The stock is very much one of a kind in the ...

Following a crisis-rich first half for 2022, we reflect on the nature of crises and the opportunities they ...

Foes become friends: How five forces that challenged value stocks are now driving its resurgence.

Third-party sustainability research is confusing and risky – greater regulation is important but no ...

Ratings, regulation, renovation and valuation can mean it's not always easy being green.

Despite a challenging start to 2022, the investment case for investing in a conservative and diversified ...

Our global equity fund remains built for the long haul with a resilient portfolio and huge upside potential.

After several jittery weeks, the US benchmark S&P 500 index on Monday entered a bear market. What does this ...

The current mood may be gloomy, but a diversified stock portfolio still provides the best protection against ...

For SKAGEN Vekst, ESG factors are an essential part of our research process, in the same way that we analyse ...

Following a stellar 2021, our Nordic-global equity fund has faced a testing start to 2022 but strong risk ...

Sustainability has been a longstanding investment theme for SKAGEN m2, be that in the form of ownership ...

When it comes to sustainability, the truth is rarely a marketing strapline; it is rather steady, incremental ...

After a couple of decades of low and steady inflation, many investors are asking if we should prepare for ...

As active investors in Emerging Market (EM) equities, we see an opportunity to positively influence the ...

How company pay-outs provide protection and prosperity in the current volatile environment.

Listed real estate has outperformed global stock markets in 2022 and over the last twelve months. Despite its ...

As a long-term investor, SKAGEN Global considers ESG an important piece of the due diligence puzzle that is ...

April marks two decades since the launch of our pioneering emerging markets equity fund SKAGEN Kon-Tiki.  

SKAGEN Focus' position in Cascades serves to illustrate both our investment process as well as our active ...

In SKAGEN, we strive always to keep a firm grasp on reality. Our Sustainability Report for 2021 details the ...

Due to the tragedy unfolding in Ukraine, SKAGEN will freeze all Russian investments in its funds and divest ...

As clouds of conflict gather over Ukraine, how should investors think about geopolitical risk?

Market falls can feel painful but are part and parcel of the race for long-term investment success. 

A highlight from our recent New Year conference was Michael Pettis discussing the Chinese economy. The ...

After a helter-skelter 2020, stock markets found relative calm in 2021. SKAGEN's equity funds all delivered ...

Following another extraordinary year, we reflect on the challenges and opportunities before us. 

Few women now alive, if any, possess the experience of and insight into major world events of recent decades ...

The mining legend Robert Friedland, founder and chairman of Ivanhoe Mines, will be one of the speakers at our ...

Nobel laureate, former chief economist at the World Bank, former adviser to the US president and not least a ...

Active managers have a clear advantage when it comes to ESG: we can decide which companies to hold, how much ...

As long-term investors, we regularly engage with our portfolio companies to promote and encourage ...

We discuss the key takeaways from the Glasgow Climate Pact from a SKAGEN perspective.

Michael Pettis will make his debut appearance at our New Year conference in January, arguably with perfect ...

So far in 2021, SKAGEN Focus has received no less than five buy-out offers for various companies across the ...

SKAGEN Global continues to navigate market volatility and economic uncertainty to deliver strong returns for ...

Sustainability often means different things to different people but there is a clear distinction between ...

Record takeover activity is buoying listed property assets and boosting SKAGEN m2.

The latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.

Would you go to your neighbour for advice about your chest pains? Unless she is a doctor, the answer is ...

As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. ...

How SKAGEN uses legal proceedings to remedy governance breaches on behalf of clients.

New categorisation as "environmental and socially promoting" funds to reflect the continued strengthening of ...

The rapid rise of the Delta variant is spooking the market. However, provided we remain vigilant and reopen ...

In recent months, there has been a significant tightening of regulations governing Chinese companies in a ...

Ivanoe Mines, the mining company held by three SKAGEN funds, is to ensure that its flagship project becomes ...

The global equity market delivered solid gains during the second quarter. SKAGEN Global also generated good ...

The second quarter was once again positive for global real estate, which continued to catch up with the ...

SKAGEN Kon-Tiki and the ESG team undertook a more in-depth and proactive collaboration with Atlantic Sapphire ...

Our high conviction global equity fund SKAGEN Focus delivered a strong return in the second quarter and added ...

As long-term investors, we regularly engage with our portfolio companies to promote and encourage ...

As an active owner, SKAGEN's approach is to focus on change when engaging with our portfolio companies where ...

Reporting on a good first half for 2021, we reflect on the importance of putting people at the centre of all ...

As long-term investors, we regularly engage with our portfolio companies to promote and encourage ...

Contrary perhaps to conventional wisdom, companies with a business model that directly contributes to more ...

Pricing pressure is rising: what does this mean for equities and other assets, and should we be worried? For ...

The SKAGEN Focus investment team is Jonas Edholm, Portfolio Manager, David Harris, Portfolio Manager and ...

Why our focus on value and active stock-picking should provide a winning combination for investors.

A year ago, the contrarian value investor seemed on the brink of extinction. SKAGEN Focus portfolio manager ...

SKAGEN Global believes that ESG is an area that long-term investors need to include as part of the bottom-up ...

"A gold mine is a hole in the ground with a liar on top" –  Mark Twain's description captures the mistrust of ...

SKAGEN has a clear goal to improve sustainable business practices across our holdings. Read more about how we ...

The recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's ...

Real estate is of growing importance to society, both in terms of how the built environment tackles climate ...

A year on from the world entering lockdown and stock markets plummeting, vaccine rollouts and economic ...

With commentators' attention largely focused on bond markets and the spike in yields driven by inflation ...

SKAGEN has committed to joining the collective global effort to reduce greenhouse gas emissions. In September ...

At SKAGEN, we strive to be a diverse and inclusive company since we are convinced that this will lead to ...

SKAGEN Vekst considers ESG factors to be an essential part of our research process, in the same way that we ...

Consistent with SKAGEN Kon-Tiki's long-term investment approach in emerging markets, ESG considerations have ...

With the market noise and turbulence of 2020, it was easy to overlook that emerging markets outperformed ...

At SKAGEN we take a holistic view of ESG. For us, it is paramount that companies have a strong culture for ...

Our Sustainability Report for 2020 addresses societal issues, sustainability in the funds and future ...

Despite 2020 being a year many would prefer to forget, SKAGEN Kon-Tiki ended the year at an all-time high NAV ...

Following a very strong last quarter for the fund, SKAGEN Focus posted a solid absolute return for 2020.

Like society at large, 2020 was a strange and often difficult year for investors. Nonetheless, the wide ...

As this extraordinary year draws to a close, we reflect on what we have learned. While the pandemic has ...

He is the climate expert who has garnered fame through his books "How Bad are Bananas?" and "There Is No ...

Torsten Slok spent many years at Deutsche Bank before recently being appointed chief economist at Apollo ...

Our New Year's Conference speaker Monica Hsiao, CIO of Triada Capital, believes that China still has a number ...

The world-renowned economist and researcher Dr. Catherine L. Mann has a long and impressive track record. Now ...

The emerging markets pioneer who advocates ESG as the next frontier will be speaking at SKAGEN's New Year's ...

Following a decade in the wilderness, value investors like ourselves may finally be witnessing the beginning ...

Nassim Nicholas Taleb made his fortune by holding a steady course through unpredictable financial events. He ...

Few people are better equipped to write the contemporary history of the financial world, or to express their ...

In the summer I wrote about the record disparity between growth and value stocks. Since news broke of a ...

In order to succeed as a value investor, it is not enough to just find companies that have low valuation ...

SKAGEN m2 is finding value in Japan's property market, supported by the country's corporate governance ...

Investors hoping for a swift resolution to the US election have clearly been left disappointed as the ...

All companies these days are competing in a race, in some way or another, towards the necessary transition to ...

We have been living with the challenges of the global pandemic for over six months. While the six-month point ...

Emerging markets outperformed developed markets in the third quarter, as is often the case in periods of a ...

Our sustainability report for the third quarter addresses societal issues, sustainability in the funds and ...

COVID-19 created severe headwinds for SKAGEN Vekst but the portfolio managers' focus on finding and creating ...

SKAGEN Focus performed strongly in the third quarter, outstripping the underlying equity markets and ...

As we enter the final stretch of the US election campaign, should investors care who wins and make decisions ...

The concept of value investing a simple one: By focusing on fundamental company analysis, investors can ...

Getting it right in investing comes down to experience, patience and a little bit of daring.

SKAGEN has been awarded top scores in the most recent Principles for Responsible Investment (PRI) assessment ...

While the COVID-19 pandemic has generally been painful for real estate markets, it also highlights the ...

Amidst an ever-worsening climate crisis, we consider SKAGEN's role in committing to a sustainable future, ...

There are signs that value stocks may be making a comeback after a long period during which expensive growth ...

The Storebrand Group has today launched a new climate policy to intensify action against global warming and ...

SKAGEN Global survived the COVID-19 market crash and is designed to thrive, no matter what comes next.

With the decade-long valuation and performance divergence between growth and value stocks continuing to widen ...

Why the nature of work matters for a sustainable future

Follow the progress of our sustainability work – read our Q2 ESG report.

Following a prolonged period of targeted sustainability work and active engagement with Samsung, the company ...

As summer beckons, here in SKAGEN our thoughts turn to the future direction of the company. We now look out ...

How can a fund manager contribute to sustainable development? Here, sustainability expert Sondre Myge ...

The COVID-19 induced market crash offers several lessons for investors. Some are reminders of timeless and ...

The disparity between value and growth stocks which began following the financial crisis has widened during ...

These past months of global challenge have taught us that the office is not dead – but it is changing – that ...

In SKAGEN, our focus is on managing our portfolios according to potential future scenarios while increasingly ...

A look at the coronavirus impact, the outlook for different segments and why stock selection is key in an ...

SKAGEN has a long history of incorporating sustainability into our investment process, and last year we took ...

Across Europe, May will see people emerging from various degrees of confinement.

SKAGEN has become a supporter of the Transition Pathway Initiative (TPI), an investor-led initiative to ...

SKAGEN m2 has been named best global property fund over three years.

Tim Warrington explains how SKAGEN is operating during the pandemic, adapting its business and planning for ...

SKAGEN Funds has become a signatory of the world's largest corporate sustainability initiative, the UN Global ...

We take a look at three possible scenarios following the coronavirus crisis and the different shapes a ...

With equities ending the quarter by reversing some of their heavy losses, we assess previous recoveries and ...

Global equities climbed yesterday on signs that the coronavirus outbreak may be stabilising in some of the ...

As we in SKAGEN head towards the end of our first month of working under pandemic measures, the true cost to ...

Volatility subsided across equity and credit markets as the coronavirus showed signs of peaking in the worst ...

The Oslo Stock Exchange and other European markets started the day slightly up. This is partly a response to ...

The S&P 500 and Dow Jones closed Thursday up 2.28% and 2.24%, respectively, while the Oslo stock exchange ...

The best investments are often made in times of turmoil, provided you buy selectively and for the long-term.  

The oil price has rallied around 12 percent on hopes of a supply deal among the major oil producers, ...

Yesterday drew the curtain on a first quarter which saw US stocks 20% lower and the Oslo stock exchange ...

The Dow Jones and S&P 500 closed Monday up 3.3% and 3.4%, respectively, buoyed by Donald Trump's extension of ...

Volatility remained high across global equity, credit and currency markets last week as the coronavirus ...

After last week's three-day rally, the S&P 500 and Dow Jones closed down 3.4% and 4.1%, respectively, on ...

The market continues to rally with the S&P 500 up 6.2% yesterday in response to the US Senate approving a USD ...

We are now into our third calendar week of pandemic response here in SKAGEN. To paraphrase Sir Winston ...

Wednesday saw another broadly positive day for equities with the S&P 500 and Dow Jones up 1.1% and 2.3%, ...

Markets staged a recovery yesterday on expectations of a US stimulus deal being agreed.

Investors were disappointed by the disagreement in the Senate about the USD 2 trillion stimulus bill. For the ...

Volatility continued to rise across global equity, currency and bond markets last week as the coronavirus ...

The markets were more positive on Friday. Spreads tightened and currencies appreciated versus safe havens.

Markets were somewhat calmer yesterday as the central banks continue to launch new financial initiatives. 

We are in unprecedented times but our experience and investment discipline will help navigate the market ...

CEO of SKAGEN Tim Warrington addresses the most asked questions these days.

The wild market swings continued on Wednesday; the only safe havens currently seem to be cash and USD.

 The wild market swings continued on Tuesday. At one point USD appreciated almost 2 percent versus EUR, ...

Last week was an extremely tough week, with the oil price war and spread of coronavirus combining to create a ...

Central bank rate cuts were not enough to calm investors. The stock markets have fallen sharply as we await ...

The oil price war and spread of the coronavirus have led to turbulent times in the global stock markets. ...

Global stock markets dropped sharply yesterday. SKAGEN's Investment Director, Alexandra Morris, provides an ...

With the escalation of the COVID-19 outbreak throughout Europe, it is timely for me to provide you with an ...

Coronavirus uncertainty and an oil price war have created fear but future stimulus and lessons from history ...

We are pleased to be publishing our first annual Sustainability Report for 2019; a year which will probably ...

How unpopular equities can rediscover their unconventional success.

Global stock markets fell sharply on Monday as fears grew about the spread and potential impact of the ...

Why SKAGEN m2's listed exposure to an attractive asset class helps navigate real estate's liquidity mismatch ...

Global equities recovered strongly in 2019 after the sharp sell-off at the end of 2018, boosted by ...

In the final quarter of the year, markets were cheered by signs that the manufacturing cycle may have turned ...

SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound ...

Following the Conservative's landslide general election victory and a mandate to finally deliver Brexit we ...

The third quarter of 2019 underlined that we are in a period of slower global growth, mainly driven by ...

While the growth in passive investing has arguably been the single biggest stock market development for a ...

To have the best chance of beating an index you need to invest differently from it.

SKAGEN’s long-standing ESG principles have evolved over time and some of our EM holdings are contributing to ...

Active and passive fund management and the cost of these services are a hot topic of discussion in several ...

A globally-recognised leader in sustainable investing, Barbara Krumsiek will be speaking at our upcoming New ...

A great deal is happening within the area of sustainability in SKAGEN. Recently we have intensified our ...

Video: The emerging markets fund SKAGEN Kon-Tiki felt the effects of the volatility in the third quarter. ...

Despite another period of heightened volatility, global stock markets weathered the storm to provide solid ...

At the three-day conference which took place in September, over 1,700 members of the UN sponsored ...

SKAGEN and Storebrand are collaborating on an ambitious policy which aims to limit the depletion of the ...

“Sustainability used to be considered something defensive; now it is a way of creating excess return,” says ...

As active stock pickers, SKAGEN regularly engages with portfolio companies to influence them to make ...

The developing world growth story remains compelling despite continued trade tensions but investors should be ...

Our holdings largely performed well during a turbulent second quarter, providing support for our rigourous ...

By investing in Ivanhoe, amongst other companies, SKAGEN is positioned to take advantage of the shift towards ...

SKAGEN m2 has been named best global property fund over three years.

SKAGEN Insight has positioned itself to take advantage of the reforms taking place in Japan. 

Good opportunities can be found for value investors in Japan against a backdrop of steadily improving ...

Despite the growing political panic around Brexit, SKAGEN remains company-focused to best understand the ...

SKAGEN has been incorporating environmental, social and governance (ESG) factors in its investment process ...

A combination of lower economic growth, external political unrest and more expensive financing means that ...

As of 1 January 2019, all companies in the Storebrand Group follow a common group policy for sustainable ...

It is an illusion that we live in the most innovative era. That is according to Björn Weigel, who argues that ...

Not many professors are named celebrity researchers by the media. Maria Strømme’s research and breakthroughs ...

What are the greatest political risks we will face in the upcoming year? That is just one of the questions ...

A decade on from the financial crisis, is our financial system any safer? That is the question John Cochrane, ...

Positive structural and cyclical tailwinds mean developing world equities at knockdown valuations should be a ...

SKAGEN m2 is ranked number one globally on a three-year basis.

Developed markets had a satisfactory quarter while emerging markets struggled. Nonetheless, we remain ...

Our portfolio managers travelled to Istanbul for an update from the funds’ Turkish holdings and to gain a ...

Trump’s proposal to change financial reporting frequency has been widely criticised. SKAGEN Global takes the ...

We have seen a broad decline on the Chinese stock markets this year. Is the time then ripe for investors to ...

The US and China have entered a trade war after several months of escalating threats. “We are well prepared,” ...

Environmental, social and governance (ESG) factors are increasingly important in investment decision-making. ...

Chinese A-shares have now been included in the MSCI Emerging Markets Index. For the stock pickers in the ...

Fluctuations on the stock market also provide opportunities to find good undervalued companies with a ...

The meeting that took place between South and North Korean leaders recently was surprisingly positive. Any ...

Following two years of relative calm, the first quarter of 2018 offered investors a reminder of the risks ...

Forget everything you ever thought you knew about the world's largest airline company. Russian Aeroflot is a ...

In 2017, SKAGEN continued to build on our focus on environmental, social and corporate governance factors ...

Earlier this week, the Norwegian central bank released the annual report for the sovereign wealth fund, which ...

On Monday, Wall Street suffered its worst fall in six years, as interest rates headed higher amid concerns of ...

The equity fund SKAGEN Focus has unearthed some undervalued cement companies. 

Few countries have experienced the economic and political developments that have taken place in Vietnam over ...

Which actor in the economy is most responsible for making radical innovation happen? Mariana Mazzucato comes ...

Future consumers are going to turn the global economy on its head. So says Matt Britton, one of the speakers ...

SKAGEN m2 is well positioned to take advantage of the trends and developments that will drive the global real ...

Cities make us richer, smarter, greener, healthier and happier. So says Harvard professor, Edward Glaeser, ...

China is the world's second largest growth engine and offers significant long-term opportunities for the ...

The major political flashpoints of 2017 have so far come from North Korea. While the current break in Kim ...

As Environment, Social and Governance factors (ESG) have gained significant popularity among investors during ...

There has been outperformance in emerging market (EM) equities in recent years and the big question is: will ...

A wave of change is sweeping through Japan. The global equity fund SKAGEN Focus has been quick to seek out ...

Japan has enjoyed almost 22 years of "easy money". In some respects, its policies could be deemed a success, ...

Macro economist Torgeir Høien discusses what happens to profits if the labour share of income is normalised ...

The continued resurgence of emerging market (EM) equities has prompted many investors to revisit their ...

The markets have done well after Donald Trump was elected US president. Promises of tax cuts, increased ...

SKAGEN's equity funds have considerable investments in South Korean companies and are following the recent ...

In her speech yesterday, the British Prime Minister Theresa May stated that the UK government intends not ...

2016 ended on an up-beat note, with most indicators suggesting higher economic growth than at the beginning ...

Will Trump's economic policies bring prosperity, jobs and joy to the US and the global economy?

"Picking the right bond that is sold for the wrong reason is a good strategy at present," says portfolio ...

Recent years have not been kind to active fund managers. This has, naturally enough, given rise to questions ...

The surprising election of Donald Trump as the 45th president of the US initially sent stocks tumbling in the ...

Year-to-date the Brazilian stock market has climbed 86 percent in EUR and is showing few signs of slowing ...

The upcoming presidential election in the US has taken many twists and turns so far. Nonetheless, the ...

As expected, Brexit has caused a great deal of turbulence in the markets and international financial media ...

Coming up to the half-year mark, we can safely say that it has been a challenging six months in the global ...

The UK voted to leave the European Union yesterday. This was a largely unexpected result and the stock ...

Having helicopters drop money will hardly help central banks achieve their inflation targets.

Uncertainty around Emerging Markets has weighed down on financial markets in recent years. Nonetheless, is it ...

China's stock market has continued to fall sharply over recent weeks. On 7th January trading on the stock ...

SKAGEN Global has increased its exposure to the US by 30 percent in a year in which the US stock market rally ...

How worried should we be about weaker economic growth in China?

On meeting SKAGEN Global's new multi-tasking portfolio manager, Tomas Johansson, two questions in particular ...

In five years' time, the winners on the stock exchange will be found in emerging markets.

People have been asking us what the sharp fall in the Chinese stock market means for SKAGEN`s equity funds. ...

People often think that the key to success in the stock market lies in buying low and selling high. History ...

Stock markets do not follow a country's economic growth trajectory, and never has this been more true than ...