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Perspectives

SKAGEN Kon-Tiki: Successfully Riding the Emerging Market Rally

Emerging market equities have performed strongly in 2025, driven by AI momentum. SKAGEN Kon-Tiki's returns are significantly ahead of benchmark, ...

05.11.2025

SKAGEN m2 buoyed by Big Yellow approach

Private equity interest in the UK self-storage group has lifted a listed real estate sector primed for consolidation.

16.10.2025

SKAGEN Focus boosted by Comerica

Largest US regional bank deal of 2025 is a significant boost to unitholders as M&A activity hots up.

09.10.2025

CIO Update: Global equities continue to scale the wall of worry

A broad rally has propelled stock markets to record highs despite persistent macroeconomic and geopolitical headwinds.

07.10.2025

Trump’s financial reporting proposal is positive for long-term investors

Call to change financial reporting frequency has been widely criticised but SKAGEN Global takes the controversial view that, in this instance, the ...

25.09.2025

SKAGEN m2: Navigating listed real estate investments in a changing world

In a turbulent year for global markets, listed real estate has shown surprising regional resilience and shifting dynamics. SKAGEN m2’s focused ...

18.09.2025

Portfolio Manager Appointment – SKAGEN Global

We are pleased to announce that Midhat Syed will join SKAGEN Global as Portfolio Manager, effective 1 November 2025, succeeding Chris Tommy Simonsen, ...

17.09.2025

Edward Chancellor – Investment Strategist Giving Voice to Financial History

Skewed valuations, rising concentration risk and challenges to central bank independence. In times like these, it pays to also look to the past for ...

31.08.2025

CIO Update: Markets rally despite trade and geopolitical uncertainty

Stock markets surged in the second quarter, shrugging off concerns around Liberation Day and ongoing political tensions. SKAGEN’s funds delivered ...

09.07.2025

Esther George – A Pragmatic Hawk

In an era marked by economic uncertainty and increasing challenges to central bank independence, it pays to listen to those who advocate for ...

01.07.2025

Edward Fishman – Leading Expert on Economic Statecraft

Edward Fishman, one of the world’s leading authorities on economic statecraft, will be a keynote speaker at SKAGEN Funds’ New Year’s Conference 2026. ...

01.07.2025

Focus on the fundamentals

In uncertain times, it's easy to be distracted by noise – whether in politics, markets, or media. But sometimes, stepping back helps us see what ...

23.06.2025

SKAGEN Focus: Three forces unlocking the valuation potential in small and mid-caps

After a turbulent 2024, SKAGEN Focus is showing strong signs of recovery in 2025, driven by undervalued opportunities in global small and mid-cap ...

16.06.2025

Korean election: A SKAGEN perspective

After months of political chaos, South Korea has a new president. A positive stock market reaction could see further impetus with valuations still ...

06.06.2025

CIO Update: Opportunities emerge beneath market volatility

Despite a rollercoaster 2025, global stock market returns are now broadly flat year-to-date in USD – investors anticipated Trump 2.0 to spark ...

13.05.2025

SKAGEN Global: Navigating complexity

Our global equity fund has delivered a solid start to the year against a backdrop of rising market volatility.

06.05.2025

Liberation Day: What Trump’s tariffs mean for stock markets and what might come next?

President Donald Trump has unveiled new tariffs aimed at addressing trade imbalances and protecting American jobs. The policy, including a 10% levy ...

03.04.2025

Global equity markets: The Great Rotation

Has the Great Rotation finally commenced? While it is still early days, we are potentially witnessing a seismic shift in global equity markets. 

31.03.2025

Notice of withdrawal from the UK reporting fund regime

The SKAGEN Funds hereby give notice under Regulation 116 of the Offshore Funds (Tax) Regulations 2009 that they intend to withdraw the below-mentioned ...

27.03.2025

Three weeks in February

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

13.03.2025

A brave new world: is this the start of a changing global order?

2025 has already sprung several surprises – are these a product of fragile market sentiment and political flux or the start of a changing global ...

11.03.2025

SKAGEN Kon-Tiki: Navigating uncertainty

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

20.02.2025

Torsten Slok - One of the World’s Leading Investment Economists

Torsten Slok, Partner and Chief Economist at Apollo, will present his economic outlook at SKAGEN Funds’ New Year’s Conference 2026. With an ...

04.02.2025

Apples vs. Oranges: Rethinking global equity markets

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

24.01.2025

CIO Update: Another bumper year for global equities

Despite a late dip, 2024 marked another excellent year for stock markets globally as continued economic growth, strong corporate earnings and ...

07.01.2025