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The year 2024 will be recorded as another good year for equities – 56 new all-time-highs in the S&P alone – but with half of returns driven by ...
The US election result could signal a new world order but also an opportunity for investors to reassess developing markets and how best to gain ...
On Tuesday, South Korea averted a political crisis when President Yoon Suk Yeol reversed his imposition of martial law following its unanimous ...
Stein Svalestad is the CEO and a portfolio manager for SKAGEN. Stein joined SKAGEN Funds almost ten years ago, where his first role was as a ...
Lead Portfolio Manager Knut Gezelius examines how elections impact the US stock market and assesses the outlook under the next president. Watch the ...
An Active Manager with a Proven Track Record. As the founder, co-owner, and investment director of Summit Street Capital Management, Jennifer Wallace ...
A Rate Hawk Offers Insight into the Financial Machinery. After 10 years as one of the twelve Federal Reserve chiefs and head of the Cleveland Fed, ...
While stock markets have generally signalled their approval of the clear-cut victory for Donald Trump and the Republican party, reaction to his ...
With the US attracting much investor attention in the countdown to election day, the strong recent performance of emerging markets has gone ...
The candidates are inseparable in the election ratings but have many divergent views, including on the environment where who wins could have ...
In the second of a series of articles ahead of the US election, I explore the central factor in voters’ minds and the stock market outlook under the ...
CTP, a major logistics player in Central and Eastern Europe, is setting the pace in the industry with its unique “parkmaker” model. The company is a ...
The third quarter saw a broadening of the equity rally and the emergence of several factors that signal a stabilisation of market conditions.
On a recent trip to China and India, we were struck by the stark contrast between the two economies. In Hong Kong, Chinese investors voiced concerns ...
The Mountain Infantryman Exploring Emerging Markets. Emerging markets have been the focus of Louis-Vincent Gave’s career, where he, in addition to ...
Bargain prices and an improving economic environment look favourable for smaller companies to generate bigger returns.
With many property markets improving and delivering positive returns in 2024, investors are increasingly hopeful that global real estate has finally ...
As a dwindling number of stocks drive global equity returns, what are the implications for markets and investors?
We recently met with our two Canada-based holdings and received positive updates on their ambitious plans for the future.
Global equities maintained their ascent in the second quarter, but fewer stocks are generating the returns – as their valuations and market ...
Despite news headlines dominated by ongoing elections globally, the impact on overall investment returns remains limited. In SKAGEN, we abide by the ...
In the first of a series of articles ahead of the US election, I examine how the reversal of capital flows since the pandemic has impacted stock ...
Our flagship equity fund is lagging the tech-heavy global index this year but is well-placed for the expansion of AI and a changeable market outlook.
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 sight, if not quite within touching distance ...
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 performance.
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 looming on the horizon.
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 Year 2023.
On a recent visit to South Korea, Vietnam and India, we discovered three very different cultures and addressed ESG, financial and operational matters ...
While we do not claim to be able to slow climate change, we can say that when we invest and engage with a company, we do so because we see a clear ...
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 undervalued holdings attracting investor ...
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 herd-following investors but huge opportunities for ...
Perhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a global recession and rock-bottom investor ...