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?
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?
Our global emerging markets fund SKAGEN Kon-Tiki is well-placed for an ever-changing political and economic landscape.
On Tuesday, South Korea averted a political crisis when President Yoon Suk Yeol reversed his imposition of martial law following its unanimous blocking by ...
Lead Portfolio Manager Knut Gezelius examines how elections impact the US stock market and assesses the outlook under the next president. Watch the webinar ...
With the US attracting much investor attention in the countdown to election day, the strong recent performance of emerging markets has gone relatively ...
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.
Portfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.
Our flagship global equity fund has maintained its strong recent performance into the new year thanks to its undervalued holdings attracting investor attention ...
SKAGEN Kon-Tiki webinar this week to discuss our role in improving shareholder returns at Korean banks.
2023 has been another challenging year for emerging markets relative to developed ones. Despite the headwinds, SKAGEN Kon-Tiki continues to perform strongly.