Global equities recovered strongly in 2019 after the sharp sell-off at the end of 2018, boosted by ...

In the final quarter of the year, markets were cheered by signs that the manufacturing cycle may have turned ...

SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound ...

Following the Conservative's landslide general election victory and a mandate to finally deliver Brexit we ...

The third quarter of 2019 underlined that we are in a period of slower global growth, mainly driven by ...

While the growth in passive investing has arguably been the single biggest stock market development for a ...

To have the best chance of beating an index you need to invest differently from it.

SKAGEN’s long-standing ESG principles have evolved over time and some of our EM holdings are contributing to ...

Active and passive fund management and the cost of these services are a hot topic of discussion in several ...

A globally-recognised leader in sustainable investing, Barbara Krumsiek will be speaking at our upcoming New ...

A great deal is happening within the area of sustainability in SKAGEN. Recently we have intensified our ...

Video: The emerging markets fund SKAGEN Kon-Tiki felt the effects of the volatility in the third quarter. ...

Despite another period of heightened volatility, global stock markets weathered the storm to provide solid ...

At the three-day conference which took place in September, over 1,700 members of the UN sponsored ...

SKAGEN and Storebrand are collaborating on an ambitious policy which aims to limit the depletion of the ...

“Sustainability used to be considered something defensive; now it is a way of creating excess return,” says ...

As active stock pickers, SKAGEN regularly engages with portfolio companies to influence them to make ...

The developing world growth story remains compelling despite continued trade tensions but investors should be ...

Our holdings largely performed well during a turbulent second quarter, providing support for our rigourous ...

By investing in Ivanhoe, amongst other companies, SKAGEN is positioned to take advantage of the shift towards ...

SKAGEN m2 has been named best global property fund over three years.

SKAGEN Insight has positioned itself to take advantage of the reforms taking place in Japan. 

Good opportunities can be found for value investors in Japan against a backdrop of steadily improving ...

Despite the growing political panic around Brexit, SKAGEN remains company-focused to best understand the ...

SKAGEN has been incorporating environmental, social and governance (ESG) factors in its investment process ...

A combination of lower economic growth, external political unrest and more expensive financing means that ...

As of 1 January 2019, all companies in the Storebrand Group follow a common group policy for sustainable ...

It is an illusion that we live in the most innovative era. That is according to Björn Weigel, who argues that ...

Not many professors are named celebrity researchers by the media. Maria Strømme’s research and breakthroughs ...

What are the greatest political risks we will face in the upcoming year? That is just one of the questions ...

A decade on from the financial crisis, is our financial system any safer? That is the question John Cochrane, ...

Positive structural and cyclical tailwinds mean developing world equities at knockdown valuations should be a ...

SKAGEN m2 is ranked number one globally on a three-year basis.

Developed markets had a satisfactory quarter while emerging markets struggled. Nonetheless, we remain ...

Our portfolio managers travelled to Istanbul for an update from the funds’ Turkish holdings and to gain a ...

Trump’s proposal to change financial reporting frequency has been widely criticised. SKAGEN Global takes the ...

We have seen a broad decline on the Chinese stock markets this year. Is the time then ripe for investors to ...

The US and China have entered a trade war after several months of escalating threats. “We are well prepared,” ...

Environmental, social and governance (ESG) factors are increasingly important in investment decision-making. ...

Chinese A-shares have now been included in the MSCI Emerging Markets Index. For the stock pickers in the ...

Fluctuations on the stock market also provide opportunities to find good undervalued companies with a ...

The meeting that took place between South and North Korean leaders recently was surprisingly positive. Any ...

Following two years of relative calm, the first quarter of 2018 offered investors a reminder of the risks ...

Forget everything you ever thought you knew about the world's largest airline company. Russian Aeroflot is a ...

In 2017, SKAGEN continued to build on our focus on environmental, social and corporate governance factors ...

Earlier this week, the Norwegian central bank released the annual report for the sovereign wealth fund, which ...

On Monday, Wall Street suffered its worst fall in six years, as interest rates headed higher amid concerns of ...

The equity fund SKAGEN Focus has unearthed some undervalued cement companies. 

Few countries have experienced the economic and political developments that have taken place in Vietnam over ...

Which actor in the economy is most responsible for making radical innovation happen? Mariana Mazzucato comes ...

Future consumers are going to turn the global economy on its head. So says Matt Britton, one of the speakers ...

SKAGEN m2 is well positioned to take advantage of the trends and developments that will drive the global real ...

Cities make us richer, smarter, greener, healthier and happier. So says Harvard professor, Edward Glaeser, ...

China is the world's second largest growth engine and offers significant long-term opportunities for the ...

The major political flashpoints of 2017 have so far come from North Korea. While the current break in Kim ...

As Environment, Social and Governance factors (ESG) have gained significant popularity among investors during ...

There has been outperformance in emerging market (EM) equities in recent years and the big question is: will ...

A wave of change is sweeping through Japan. The global equity fund SKAGEN Focus has been quick to seek out ...

Japan has enjoyed almost 22 years of "easy money". In some respects, its policies could be deemed a success, ...

Macro economist Torgeir Høien discusses what happens to profits if the labour share of income is normalised ...

The continued resurgence of emerging market (EM) equities has prompted many investors to revisit their ...

The markets have done well after Donald Trump was elected US president. Promises of tax cuts, increased ...

SKAGEN's equity funds have considerable investments in South Korean companies and are following the recent ...

In her speech yesterday, the British Prime Minister Theresa May stated that the UK government intends not ...

2016 ended on an up-beat note, with most indicators suggesting higher economic growth than at the beginning ...

Will Trump's economic policies bring prosperity, jobs and joy to the US and the global economy?

"Picking the right bond that is sold for the wrong reason is a good strategy at present," says portfolio ...

Recent years have not been kind to active fund managers. This has, naturally enough, given rise to questions ...

The surprising election of Donald Trump as the 45th president of the US initially sent stocks tumbling in the ...

Year-to-date the Brazilian stock market has climbed 86 percent in EUR and is showing few signs of slowing ...

The upcoming presidential election in the US has taken many twists and turns so far. Nonetheless, the ...

As expected, Brexit has caused a great deal of turbulence in the markets and international financial media ...

Coming up to the half-year mark, we can safely say that it has been a challenging six months in the global ...

The UK voted to leave the European Union yesterday. This was a largely unexpected result and the stock ...

Having helicopters drop money will hardly help central banks achieve their inflation targets.

Uncertainty around Emerging Markets has weighed down on financial markets in recent years. Nonetheless, is it ...

China's stock market has continued to fall sharply over recent weeks. On 7th January trading on the stock ...

SKAGEN Global has increased its exposure to the US by 30 percent in a year in which the US stock market rally ...

How worried should we be about weaker economic growth in China?

People have been asking us what the sharp fall in the Chinese stock market means for SKAGEN`s equity funds. ...

People often think that the key to success in the stock market lies in buying low and selling high. History ...

Stock markets do not follow a country's economic growth trajectory, and never has this been more true than ...

Despite having delivered good absolute returns, the past few years have been challenging ones for SKAGEN ...

The idea behind the SKAGEN Focus equity fund is a simple one: to gather together a few really good investment ...

A value investor at heart, Filip Weintraub has now returned to SKAGEN to launch a new equity fund, SKAGEN ...