Recession in the US
Some indicators may imply that the US is now in a recession. The Fed seems to think so and it is expected that rates will be cut further to three percent on 30 January. But what is a recession? And what economic developments can we expect to see in the US and beyond? Read portfolio manager Torgeir Høien's overview here.
25.01.2008
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Fund of the year – again and again
For the third year running SKAGEN Global has been named Fund of the Year by the biggest personal finance magazine in Sweden, Privata Affärer.
31.01.2007
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Filip Weintraub named "Star manager of the year" in Sweden
For the third year in a row, Filip Weintraub, manager of the SKAGEN Global equity fund, has been named ”Star manager of the year” in the global fund class by Swedish business daily Dagens Industri and Morningstar. The prize is awarded to the person managing the fund that has won its class.
16.01.2007
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New fund - SKAGEN Tellus
As the first Norwegian fund manager, SKAGEN is now introducing a global bond fund suitable for everybody. Portfolio manager Torgeir Høien will have the whole world as his investment universe for the actively managed new fund, SKAGEN Tellus.
07.09.2006
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New Market Report: Surprisingly strong global growth
Global growth has been surprisingly strong this year, with China still as the main driving force. Raw materials, fish farming and oil services have been the winning sectors so far in 2006. Read more in the Portfolio managers' report in the latest Market Report here.
26.05.2006
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A little more inflation abroad creates turmoil
Outside Norway inflation has accelerated a little and this has led to concern about interest rate increases, something that has influenced the financial markets and created turmoil.
19.05.2006
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New Market Report: No major clouds on the horizon
As another good stock exchange year comes to a close, we cannot see any major storm clouds on the horizon. Low interest rates, nice economic growth, low risk premiums, strong productivity growth and rising profit margins will be central themes also in 2006. Risk is primarily to be found in the commodity market. Read Market Report 7 2005 here.
23.12.2005
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Fair weather for a while yet
Under the slightly ironic title, ’’Is it different this time?’’, investment director Kristoffer Stensrud of SKAGEN Funds and investment director Jarle Ulvin of Odin Forvaltning, opened a breakfast meeting organised by SpareBank 1 SR-bank; Odin Forvaltning and SKAGEN Funds. According to Stensrudn there are two aspects that are different this time, in contrast to all the other times when the stock markets have fluctuated.
08.12.2005
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Eurozone to increase interest rates
The European Central Bank will most likely increase the base rate to 2.25% on the 1st December. The Fed will probably increase interest rates to 4.5 percent in January. No new interest rate is expected in Norway until March. Long interest rates, both abroad and at home, will remain stable at a low level. In spite of high energy prices, underlying inflation in most countries is low, and there are no signs of slower growth. Get a complete overview of the macro economic picture in ”Verden sett fra SKAGEN” (in Norwegian).
25.11.2005
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