CIO Update: Global equities continue to scale the wall of worry
By: Alexandra MorrisA broad rally has propelled stock markets to record highs despite persistent macroeconomic and geopolitical headwinds.
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.
A broad rally has propelled stock markets to record highs despite persistent macroeconomic and geopolitical headwinds.
Stock markets surged in the second quarter, shrugging off concerns around Liberation Day and ongoing political tensions. SKAGEN’s funds delivered strong ...