SKAGEN Global: Staying strong in weak markets
Par: Nick HendersonIn 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 HendersonWhile investor sentiment remains negative, the longer term opportunities are bright.
SKAGEN Global: Staying Power
Par: Nick HendersonOur global equity fund remains built for the long haul with a resilient portfolio and huge upside potential.
SKAGEN Vekst: Staying the course
Par: Nick HendersonFollowing 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 HendersonApril marks two decades since the launch of our pioneering emerging markets equity fund SKAGEN Kon-Tiki.
SKAGEN excludes all Russian investments
Par: Nick HendersonDue 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 HendersonMarket 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 HendersonA 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 HendersonMichael Pettis will make his debut appearance at our New Year conference in January, arguably with perfect timing.
SKAGEN Global: Breaking new ground
Par: Nick HendersonSKAGEN Global continues to navigate market volatility and economic uncertainty to deliver strong returns for clients.
Ivanhoe Mine's Net-Zero Crusade
Par: Nick HendersonIvanoe 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 HendersonWith 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 HendersonThe 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 HendersonCOVID-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 HendersonSKAGEN Global survived the COVID-19 market crash and is designed to thrive, no matter what comes next.
Illiquidity Bites
Par: Nick HendersonWhy 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 HendersonFollowing 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 HendersonSKAGEN’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 HendersonDespite 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 HendersonA 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 ...