Hard hit by the crisis
The flight to "safety" in the heavily-indebted west has caused stocks in emerging markets to develop more weakly than in industrialised markets. Companies are now priced lower than they were during the Asia crisis ten years ago, writes portfolio manager Knut Harald Nilsson in an article for Norwegian financial daily, Dagens Næringsliv.
13.11.2008
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Black October
In the equity market, October lived up to its sinister reputation as the month of spectacular declines. Governments and central banks worldwide are now injecting capital and liquidity to get the financial wheels turning again. Read more in the status report for the equity fund SKAGEN Global.
11.11.2008
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Poor month for emerging markets
October was a very poor month for the global emerging markets and valuations of companies in these markets are now approaching a 15-year trough. Read more in the status report for SKAGEN Kon-Tiki.
10.11.2008
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US, Japan and Switzerland in demand
The financial crisis in October drove investors to the safest government securities issued in USD, JPY and CHF. This led to a sharp drop in some of SKAGEN Tellus' holdings. Read more about what happened in an extremely turbulent month in the latest status report for SKAGEN Tellus.
07.11.2008
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From bad to worse
The crash in September continued into October. It is meagre comfort that SKAGEN Vekst fell significantly less than the Oslo Stock Exchange. Read more in the status report for SKAGEN Vekst.
07.11.2008
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Citywire interviews Filip Weintraub
Now is the time to invest in order to take advantage of multi-decade opportunities, according to an interview with Filip Weintraub on Citywire’s website. He adds that “On a five to seven-year horizon there are wonderful opportunities. Outstanding companies have been sold down. It is a wonderful time to buy strong franchises.” Read the full Citywire article.
06.11.2008
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