SKAGEN Global: Staying strong in weak markets

Par: Nick Henderson

In difficult periods, it is easy to forget that stock markets have a long history of running hot and cold, and that even the coolest periods are often soon ...


What fighting inflation means for stock markets

Par: Nick Henderson

While investor sentiment remains negative, the longer term opportunities are bright.


SKAGEN Global: Staying Power

Par: Nick Henderson

Our global equity fund remains built for the long haul with a resilient portfolio and huge upside potential.


SKAGEN Vekst: Staying the course

Par: Nick Henderson

Following a stellar 2021, our Nordic-global equity fund has faced a testing start to 2022 but strong risk management and stock selection have protected client ...


SKAGEN Kon-Tiki celebrates 20-year anniversary

Par: Nick Henderson

April marks two decades since the launch of our pioneering emerging markets equity fund SKAGEN Kon-Tiki.  


SKAGEN excludes all Russian investments

Par: Nick Henderson

Due to the tragedy unfolding in Ukraine, SKAGEN will freeze all Russian investments in its funds and divest from Russia. This action aligns with the Storebrand ...


Staying in the game

Par: Nick Henderson

Market falls can feel painful but are part and parcel of the race for long-term investment success. 


Spotlight on China: Stocks to rediscover their roar in the year of the Tiger?

Par: Nick Henderson

A highlight from our recent New Year conference was Michael Pettis discussing the Chinese economy. The Professor of Finance at Peking University is perfectly ...


Michael Pettis: The finance professor perfectly placed at China's economic crossroads

Par: Nick Henderson

Michael Pettis will make his debut appearance at our New Year conference in January, arguably with perfect timing.


SKAGEN Global: Breaking new ground

Par: Nick Henderson

SKAGEN Global continues to navigate market volatility and economic uncertainty to deliver strong returns for clients.


Ivanhoe Mine's Net-Zero Crusade

Par: Nick Henderson

Ivanoe Mines, the mining company held by three SKAGEN funds, is to ensure that its flagship project becomes the first net-zero operational carbon emitter among ...


SKAGEN Global: Ready for economic recovery

Par: Nick Henderson

With commentators' attention largely focused on bond markets and the spike in yields driven by inflation fears, global equities have been relatively uneventful ...


Mark Mobius: full-time nomad

Par: Nick Henderson

The emerging markets pioneer who advocates ESG as the next frontier will be speaking at SKAGEN's New Year's Conference.


SKAGEN Vekst: Weathering the perfect storm

Par: Nick Henderson

COVID-19 created severe headwinds for SKAGEN Vekst but the portfolio managers' focus on finding and creating long-term value for clients remains undimmed as ...


SKAGEN Global: An all-weather performer

Par: Nick Henderson

SKAGEN Global survived the COVID-19 market crash and is designed to thrive, no matter what comes next.


Illiquidity Bites

Par: Nick Henderson

Why SKAGEN m2's listed exposure to an attractive asset class helps navigate real estate's liquidity mismatch while safeguarding its strong returns in an ...


UK General Election: A SKAGEN Perspective

Par: Nick Henderson

Following the Conservative's landslide general election victory and a mandate to finally deliver Brexit we assess what this means for UK equites and our ...


Investing sustainably in emerging markets

Par: Nick Henderson

SKAGEN’s long-standing ESG principles have evolved over time and some of our EM holdings are contributing to make to a greener world.


Brexit: A SKAGEN Perspective

Par: Nick Henderson

Despite the growing political panic around Brexit, SKAGEN remains company-focused to best understand the fundamental drivers that we expect to create long-term ...


How to create a run-free financial system

Par: Nick Henderson

A decade on from the financial crisis, is our financial system any safer? That is the question John Cochrane, Senior Fellow of the Hoover Institution at ...


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