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Global Stock MarketsUSA
Liberation Day: What Trump’s tariffs mean for stock markets and what might come next?
3 April 2025

President Donald Trump has unveiled new tariffs aimed at addressing trade imbalances and protecting American jobs. The policy, including a 10% levy on all imports and higher tariffs on countries like China and the EU, has already influenced global markets. As the situation evolves, what can ...

Active ManagementGlobal Stock Markets
Global equity markets: The Great Rotation
31 March 2025

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

News from SKAGEN
Notice of withdrawal from the UK reporting fund regime
27 March 2025

The SKAGEN Funds hereby give notice under Regulation 116 of the Offshore Funds (Tax) Regulations ...

Global Stock Markets
Three weeks in February
13 March 2025

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

Global Stock Markets
A brave new world: is this the start of a changing global order?
11 March 2025

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

Emerging Markets
SKAGEN Kon-Tiki: Navigating uncertainty
20 February 2025

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

Active ManagementGlobal Stock Markets
Apples vs. Oranges: Rethinking global equity markets
24 January 2025

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

Global Stock Markets
CIO Update: Another bumper year for global equities
7 January 2025

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

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