US Presidential Election: A SKAGEN Perspective

By: Alexandra Morris

Investors hoping for a swift resolution to the US election have clearly been left disappointed as the Presidential result remains undecided.


Trump or Biden – Does the stock market care who wins the US election?

By: Alexandra Morris

As we enter the final stretch of the US election campaign, should investors care who wins and make decisions based on the expected outcome? A look at ...


What is value investing?

By: Alexandra Morris

The concept of value investing a simple one: By focusing on fundamental company analysis, investors can outperform the stock market by identifying and ...


CIO update: When the music stops

By: Alexandra Morris

With the decade-long valuation and performance divergence between growth and value stocks continuing to widen over the summer, it is no wonder that investors, ...


A green but jobless recovery

By: Alexandra Morris

Why the nature of work matters for a sustainable future


Value investing: a generational opportunity?

By: Alexandra Morris

The disparity between value and growth stocks which began following the financial crisis has widened during COVID-19 to record levels. Is value finally dead or ...


CIO update: Avoid overpaying for growth

By: Alexandra Morris

In SKAGEN, our focus is on managing our portfolios according to potential future scenarios while increasingly looking beyond the pandemic to find opportunities ...


CIO update: Scenarios of a sustainable recovery

By: Alexandra Morris

We take a look at three possible scenarios following the coronavirus crisis and the different shapes a sustainable stock market recovery may take.


The road to stock market recovery

By: Alexandra Morris

With equities ending the quarter by reversing some of their heavy losses, we assess previous recoveries and what could be in store when the next one comes.


Market Update 7 April: Optimism in the markets

By: Alexandra Morris

Global equities climbed yesterday on signs that the coronavirus outbreak may be stabilising in some of the worst-affected countries.


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