A brave new world: is this the start of a changing global order?

By: Nick Henderson

2025 has already sprung several surprises – are these a product of fragile market sentiment and political flux or the start of a changing global order?  

SKAGEN Kon-Tiki: Navigating uncertainty

By: Nick Henderson

Our global emerging markets fund SKAGEN Kon-Tiki is well-placed for an ever-changing political and economic landscape.

South Korea: A SKAGEN Perspective

By: Nick Henderson

On Tuesday, South Korea averted a political crisis when President Yoon Suk Yeol reversed his imposition of martial law following its unanimous blocking by ...

SKAGEN Global: How the new US president will impact equity markets

By: Nick Henderson

Lead Portfolio Manager Knut Gezelius examines how elections impact the US stock market and assesses the outlook under the next president. Watch the webinar ...

SKAGEN Kon-Tiki: Combining growth and returns at an attractive price

By: Nick Henderson

With the US attracting much investor attention in the countdown to election day, the strong recent performance of emerging markets has gone relatively ...

SKAGEN Global: Playing the long game

By: Nick Henderson

Our flagship equity fund is lagging the tech-heavy global index this year but is well-placed for the expansion of AI and a changeable market outlook.

SKAGEN Kon-Tiki: Positioned for three key themes driving emerging markets in 2024

By: Nick Henderson

Portfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.  

SKAGEN Global: Continued momentum

By: Nick Henderson

Our flagship global equity fund has maintained its strong recent performance into the new year thanks to its undervalued holdings attracting investor attention ...

Closing the Korea discount: A SKAGEN Perspective

By: Nick Henderson

SKAGEN Kon-Tiki webinar this week to discuss our role in improving shareholder returns at Korean banks.

Investing against the grain to harvest the best emerging market returns

By: Nick Henderson

2023 has been another challenging year for emerging markets relative to developed ones. Despite the headwinds, SKAGEN Kon-Tiki continues to perform strongly.