Where next after a shock end to the year of surprises?
By: Alexandra MorrisPerhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a global recession and rock-bottom investor sentiment ...
Perhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a global recession and rock-bottom investor sentiment ...
A side-effect of the runaway returns generated this year by the world’s biggest companies is that those lower down the food chain are looking increasingly ...
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 ...
As stock markets continue to slide and sentiment darkens by the day, it is natural to wonder how close we are to the bottom. During periods of market stress, ...
Third-party sustainability research is confusing and risky – greater regulation is important but no substitute for doing one's own analysis.
After several jittery weeks, the US benchmark S&P 500 index on Monday entered a bear market. What does this mean for stock markets and your investments in our ...
The current mood may be gloomy, but a diversified stock portfolio still provides the best protection against the silent assassin of inflation and the route to ...
How company pay-outs provide protection and prosperity in the current volatile environment.
After a helter-skelter 2020, stock markets found relative calm in 2021. SKAGEN's equity funds all delivered positive absolute returns in 2021, with each ...
Active managers have a clear advantage when it comes to ESG: we can decide which companies to hold, how much exposure we want and when to sell.
Sustainability often means different things to different people but there is a clear distinction between sustainable asset management and sustainable investing ...