Seven Lessons for Investors from the COVID-19 Crisis

By: Knut Gezelius

The COVID-19 induced market crash offers several lessons for investors. Some are reminders of timeless and perennial investment pitfalls, while others indicate ...


Value investing in the next decade: Is it time to retire the price-book metric?

By: Knut Gezelius

SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound impact on traditional valuation metrics.


Trump's financial reporting proposal positive for long-term investors

By: Knut Gezelius

Trump’s proposal to change financial reporting frequency has been widely criticised. SKAGEN Global takes the somewhat controversial view that, in this instance ...


Insurance opportunities in a year of natural disasters

By: Knut Gezelius

The Accordion Principle is a powerful strategy that can benefit long-term investors in the insurance sector after a record year of natural disasters.