CIO Update: More surprises to come?
By: Alexandra MorrisSo far 2023 has been a year of surprises. At the outset, most economists expected a global recession – the perceived wisdom being that choking demand by ...
So far 2023 has been a year of surprises. At the outset, most economists expected a global recession – the perceived wisdom being that choking demand by ...
As summer turns to autumn, it is always good to reflect on the year so far and what the remainder of 2023 could have in store for investors.
The market's strong first half performance inevitably brings higher risk, particularly given its slender foundations. An uncertain macro environment further ...
As SKAGEN celebrates its 30th anniversary, we assess how the changing investment landscape has impacted active management over recent decades, the traits ...
AI is fuelling short-term market gains but its long-term power will be far more potent - especially for those who buy it at the right price.
SKAGEN's focus on good corporate governance is long-standing. For almost 30 years we have recognised it as crucial for long-term profitability and invested in ...
The banking sector has been extremely volatile of late. What is SKAGEN's view of the turmoil and what is the risk of contagion?
January is the month to get active both physically and financially – good stock picking will ensure portfolios remain healthy to tackle the year ahead.
Equities to recover once recession confirmed; interest rate normalisation to sustain value recovery.
As we enter the final phase of a painful year for investors across nearly all asset classes, SKAGEN Investment Director Alexandra Morris assesses the economic ...