CIO Update: New year, same market dynamics?
By: Alexandra MorrisMarkets have entered the new year strongly as economic resilience, improving growth forecasts and positive equity performance have boosted investor confidence. ...
Investment Director
Alexandra has the overall responsibility for the portfolio team and the investments in SKAGEN’s funds.
She is responsible for ensuring that SKAGEN’s value-based investment philosophy is adhered to.
Markets have entered the new year strongly as economic resilience, improving growth forecasts and positive equity performance have boosted investor confidence. ...
2025 was another strong year for equities with positive returns across geographies and sectors.