Clearing the fog of ESG ratings

Par: Alexandra Morris

Third-party sustainability research is confusing and risky – greater regulation is important but no substitute for doing one's own analysis.


Braced for a bear market: A SKAGEN perspective

Par: Alexandra Morris

After several jittery weeks, the US benchmark S&P 500 index on Monday entered a bear market. What does this mean for stock markets and your investments in our ...


The silent assassin: What rising inflation means for investors

Par: Alexandra Morris

The current mood may be gloomy, but a diversified stock portfolio still provides the best protection against the silent assassin of inflation and the route to ...


CIO Update: The power of dividends

Par: Alexandra Morris

How company pay-outs provide protection and prosperity in the current volatile environment.


CIO update 2021: Onwards and upwards

Par: Alexandra Morris

After a helter-skelter 2020, stock markets found relative calm in 2021. SKAGEN's equity funds all delivered positive absolute returns in 2021, with each ...


Why active managers have the ESG advantage

Par: Alexandra Morris

Active managers have a clear advantage when it comes to ESG: we can decide which companies to hold, how much exposure we want and when to sell.


Third quarter ESG report: A focus on process and progress

Par: Alexandra Morris

Sustainability often means different things to different people but there is a clear distinction between sustainable asset management and sustainable investing ...


CIO Update: Making sense of financial advice

Par: Alexandra Morris

Would you go to your neighbour for advice about your chest pains? Unless she is a doctor, the answer is likely no. My guess is that the same goes for your ...


CIO Update: Playing the Long Game

Par: Alexandra Morris

The rapid rise of the Delta variant is spooking the market. However, provided we remain vigilant and reopen in a sensible way, I am optimistic that we will see ...


CIO Update: Is Inflation Here to Stay?

Par: Alexandra Morris

Pricing pressure is rising: what does this mean for equities and other assets, and should we be worried? For investors focused on value, it could be good news.


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