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AI-driven panic has created short-term market dislocations and a sentiment-led shift from capital light business models to capital intensive alternatives Fund holdings retain strong fundamentals – drawdown leaves portfolio valuation on-par with global market but offers superior financials and ...
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Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is ...
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2025 proved to be a strong year for risk assets, with global equities supported by accelerating AI ...
2025 was another strong year for equities with positive returns across geographies and sectors.
Siri Lill Mannes returns as the much-appreciated moderator for SKAGEN's New Year's Conference 2026, ...
Timothy Warrington is Director of Wealth and a member of Storebrand AM’s leadership group.
Few people are better placed than General Sir Mark Carleton-Smith to understand the implications of ...
Against a market backdrop of rising concentration risk, our global equity fund offers ...
Global equities have entered an extreme environment with the market split between a handful of ...
Emerging market equities have performed strongly in 2025, driven by AI momentum. SKAGEN Kon-Tiki's ...