CIO Update: Markets rally despite trade and geopolitical uncertainty
Par Alexandra MorrisStock markets surged in the second quarter, shrugging off concerns around Liberation Day and ongoing ...
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Perspectives
Focus on the fundamentals
Par Timothy WarringtonIn uncertain times, it's easy to be distracted by noise – whether in politics, markets, or media. But ...
SKAGEN Focus: Three forces unlocking the valuation potential in small and mid-caps
Par Jonas EdholmAfter a turbulent 2024, SKAGEN Focus is showing strong signs of recovery in 2025, driven by undervalued ...
Korean election: A SKAGEN perspective
Par Fredrik BjellandAfter months of political chaos, South Korea has a new president. A positive stock market reaction could see ...
CIO Update: Opportunities emerge beneath market volatility
Par Alexandra MorrisDespite a rollercoaster 2025, global stock market returns are now broadly flat year-to-date in USD – ...
SKAGEN Global: Navigating complexity
Par Nick HendersonOur global equity fund has delivered a solid start to the year against a backdrop of rising market volatility.
Notice to the shareholders of the sub-fund SKAGEN m2 Lux
The board of directors of the Company (the "Board") would like to inform shareholders about the decision to ...
Change to the portfolio management of SKAGEN m2
Portfolio Manager Anne Line K. Larsen has decided to leave SKAGEN. Following her departure, SKAGEN m2 will ...
Liberation Day: What Trump’s tariffs mean for stock markets and what might come next?
Par Nick HendersonPresident Donald Trump has unveiled new tariffs aimed at addressing trade imbalances and protecting American ...
Global equity markets: The Great Rotation
Par Jonas EdholmHas the Great Rotation finally commenced? While it is still early days, we are potentially witnessing a ...
Notice of withdrawal from the UK reporting fund regime
The SKAGEN Funds hereby give notice under Regulation 116 of the Offshore Funds (Tax) Regulations 2009 that ...
Three weeks in February
Par Timothy WarringtonRecent shifts in global dynamics, particularly regarding America's stance on Russia and Ukraine, have sent ...
A brave new world: is this the start of a changing global order?
Par Nick Henderson2025 has already sprung several surprises – are these a product of fragile market sentiment and political ...
SKAGEN Kon-Tiki: Navigating uncertainty
Par Nick HendersonOur global emerging markets fund SKAGEN Kon-Tiki is well-placed for an ever-changing political and economic ...
Apples vs. Oranges: Rethinking global equity markets
Par Jonas EdholmIn today's market, traditional equity indices no longer offer a true reflection of global stock performance. ...
Storebrand Asset Management to transition Norwegian fund strategies to Swedish domicile
Storebrand Asset Management (SAM) has made the strategic decision to transition all fund strategies currently ...
Notice to the shareholders of the sub-funds Storebrand Global ESG Plus Lux, Storebrand Global Solutions Lux and Skagen Global Lux (the "Sub-Funds")
The Board of Directors of the Company (the "Board") would like to inform shareholders of its decision to ...
CIO Update: Another bumper year for global equities
Par Alexandra MorrisDespite a late dip, 2024 marked another excellent year for stock markets globally as continued economic ...