Will stocks continue to climb higher?
Par: Alexandra MorrisAs summer turns to autumn, it is always good to reflect on the year so far and what the remainder of 2023 could have in store for investors.
CIO Update: Narrow footing on higher ground
Par: Alexandra MorrisThe market's strong first half performance inevitably brings higher risk, particularly given its slender foundations. An uncertain macro environment further ...
The active enigma: Can stockpickers continue to prove their worth?
Par: Alexandra MorrisAs SKAGEN celebrates its 30th anniversary, we assess how the changing investment landscape has impacted active management over recent decades, the traits ...
CIO Update: Machine learnings
Par: Alexandra MorrisAI is fuelling short-term market gains but its long-term power will be far more potent - especially for those who buy it at the right price.
It starts with good corporate governance
Par: Alexandra MorrisSKAGEN's focus on good corporate governance is long-standing. For almost 30 years we have recognised it as crucial for long-term profitability and invested in ...
Banking sector volatility: A SKAGEN Perspective
Par: Alexandra MorrisThe banking sector has been extremely volatile of late. What is SKAGEN's view of the turmoil and what is the risk of contagion?
CIO Update: Survival of the fittest
Par: Alexandra MorrisJanuary is the month to get active both physically and financially – good stock picking will ensure portfolios remain healthy to tackle the year ahead.
The return of common sense: How stock markets will find their feet in 2023
Par: Alexandra MorrisEquities to recover once recession confirmed; interest rate normalisation to sustain value recovery.
Is there light at the end of the tunnel?
Par: Alexandra MorrisAs we enter the final phase of a painful year for investors across nearly all asset classes, SKAGEN Investment Director Alexandra Morris assesses the economic ...
CIO Update: What recession would mean for stock markets and our funds
Par: Alexandra MorrisAs stock markets continue to slide and sentiment darkens by the day, it is natural to wonder how close we are to the bottom. During periods of market stress, ...