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Indonesian equities have suffered their worst selloff in almost three decades after MSCI warned it may strip the country of its emerging market status. We take the index provider’s market-wide concerns seriously but they also create opportunities for contrarian, long-term stock-pickers like SKAGEN ...
“The strategic buyer fishes in the same waters as the contrarian value investor”
With earnings, cashflows, market dynamics and macroeconomic conditions all positive but valuations ...
AI-related stocks regained momentum in August after a summer lull, while rising government bond ...
Our long-running Nordic-global equity fund has taken profits from the AI boom and rotated into ...
July was the month when many of this year's biggest winners reversed course. For SKAGEN's portfolio ...
An increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent ...
South Korea’s concentrated equity market rally has reshaped opportunities for global value ...
Climate change represents a growing physical and financial threat to real estate globally. In our ...
The Danish logistics group’s first Capital Markets Day since closing the Schenker acquisition was a ...
Accelerating demand and supply constraints make data centres one of the most attractive secular ...
Why small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
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