A brave new world: is this the start of a changing global order?
By: Nick Henderson2025 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 HendersonOur 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 HendersonOn 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 HendersonLead 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 HendersonWith 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 HendersonOur 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 HendersonPortfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.
SKAGEN Global: Continued momentum
By: Nick HendersonOur 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 HendersonSKAGEN 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 Henderson2023 has been another challenging year for emerging markets relative to developed ones. Despite the headwinds, SKAGEN Kon-Tiki continues to perform strongly.