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

The case for more diverse teams is clear and well documented – ‘groupthink’ is risky and leads to poor ...

This is my first update to you, our clients, as CEO. My aim in writing it is to offer you further insight on ...

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

Agile, customer-oriented and different. As SKAGEN celebrates its 25th anniversary, the same spirit prevails ...

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 ...

SKAGEN’s new CEO, Tim Warrington, has clients at the centre of his vision for the company.

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. ...

Brimming with ideas, enthusiasm and energy, the very active global equity fund SKAGEN Focus is celebrating ...

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 ...

For a long time, SKAGEN Focus' latest investment, the media giant Viacom, lay at the forefront of the ...

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 launch of our latest fund coincided with a bumper year for activist investors across the globe. We look ...

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 ...

The Accordion Principle is a powerful strategy that can benefit long-term investors in the insurance sector ...

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

A prominent and interesting development in equity investing over the past several years has been the growth ...

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 ...

One of the world's largest gold companies – with a clear revaluation trigger – is the new metals company in ...

"The Nordic market is my home ground," says lead portfolio manager of SKAGEN Vekst, Øyvind Fjell. After two ...

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 ...

After several years working in London and most recently in China for Morgan Stanley and Norges Bank ...

While SKAGEN's philosophy has remained unchanged for nearly 25 years, our investment process has developed ...

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

In the media Øyvind Fjell has been described as a star and is ranked as one of Norway's best managers of ...

Unpopular Italy is a country with attractive opportunities for value managers in search of undervalued stocks.

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 second half of 2016 saw value investing come back into fashion after eight years of underperforming ...

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

Unilever, G4S and Roche. Portfolio managers of SKAGEN Global, Knut Gezelius and Søren Milo Christensen, ...

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

Things are looking brighter than they have for a while for SKAGEN Global. This is mainly due to tailwinds for ...

The valuation of US stocks has reached new highs after Donald Trump's inauguration as president of the US. ...

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

Jim Rogers is  an American investor, financial commentator and author who co-founded the Quantum Fund with ...

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 ...

The violent reaction to Brexit highlighted equity markets' aversion to uncertainty. Although post-Brexit ...

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

The evolution of streaming services is contributing to renewed growth for record companies following a long ...

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

Investing responsibly – also referred to as Environmental, Social And Governance (ESG) – should be more than ...

Samsung Electronics is still a positive contributor to the funds, despite the company's decision to withdraw ...

Kenneth Rogoff is the keynote speaker at SKAGEN's upcoming New Year's Conference – a Professor of Economics ...

Alexandra Morris has the kind of winning mentality that means she is genuinely sorry if clients suffer due to ...

In the search for investments with low to medium risk, there has been renewed focus on corporate bonds. These ...

Since the beginning of summer a series of political and terrorist-related shocks have created waves of ...

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 ...

It is always difficult to say when a party is over. After three years of falling returns in emerging markets, ...

On the list of the year's largest mergers and acquisitions we find a number of companies from the ...

With a portfolio consisting of the managers' absolute best stock picks, SKAGEN Focus has quickly grown to ...

The SKAGEN Global team took advantage of the turbulent start to the year to buy into three new companies, ...

SKAGEN's equity funds all performed in line with or better than their respective benchmark indexes in April. ...

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

After a rocky start to the year in the financial markets, investors have been offered some relief since ...

After a difficult start to 2016, there were glimpses of stabilisation in February – both in the global equity ...

Knut Gezelius, portfolio manager of SKAGEN Global, explains what stock picking means for SKAGEN and the ...

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

"People need food, and there is a growing demand for protein globally," says Filip Weintraub in answer to why ...

Making mistakes is an inevitable part of being an investor. As long as company values are mainly based on ...

The colonial mindset that emerging markets are commodity sellers and so-called developed markets buyers is ...

Most stock markets in the world, both developed and emerging markets, fell in January. It was the weakest ...

The weakest start of a year since the financial crisis years provides many buying opportunities for stock ...

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

SKAGEN has asked the legendary investor Jim Rogers, who has been a speaker at SKAGEN's New Years Conference, ...

Risk assets produce the best returns, but even these are not very high, according to Garry Evans, head of ...

Economic signals are everywhere, according to Dr Philippa Malmgren, and by being alert to these, anyone can ...

SKAGEN asks Ian Bremmer, an American political scientist and expert on global political risk, some questions ...

It has now been seven years since the peak of the financial crisis in the autumn of 2008, and since the then ...

The positive announcement from Samsung Electronics on share buybacks and increased dividends led to a price ...

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

What do low and negative interest rates mean for equities?

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

The South Korean IT giant, Samsung, has just delivered excellent quarterly accounts, sending the share price ...

On meeting SKAGEN Global's new multi-tasking portfolio manager, Tomas Johansson, two questions in particular ...

In five years' time, the winners on the stock exchange will be found in emerging markets.

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

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

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 ...

Are you wondering about the shadows on the wall and what they say about the current state of Greece and its ...

Since the 2007-2008 financial crisis, financial companies have been losing popularity among global investors. ...

Using examples from the SKAGEN Kon-Tiki portfolio, portfolio manager, Hilde Jenssen, explains what is ...

The relatively strong recovery of the US economy in the aftermath of the financial crisis saw investors ...

Future earnings are the most important driver of a company's share price, but it is important to be clear ...

I do not expect even an outline of a deal between Greece and its partners at the EU summit this week. I ...

Like the majority of active managers, equity fund SKAGEN Kon-Tiki struggled last year. Looking ahead, ...

Grant Williams is something of an enfant terrible amongst investors, and specialises in challenging the ...

When the American Jeffrey Sachs was appointed economics professor at Harvard at the age of 28, he became one ...

"New technology means that just a few people are now able to do what only governments and large corporations ...

Over the next six months, the Energy Spring will pose the biggest geopolitical risk globally.

Kyle Bass is one of the rare breed of contrarian investors who predicted the subprime mortgage crisis. What ...

Leif Ola Rød, an experienced Norwegian who has long had close ties to SKAGEN, will be taking on the role of ...

We have decided to sell all of SKAGEN Tellus` investment in Greek sovereign bonds.

From Board member to Portfolio Manager to Investment Director; as of January next year, Ole Søeberg will take ...

In the years following the financial crisis, indices have been the big winners. What can we expect in the ...