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Global Stock Markets
CIO Update: Are stock markets returning to normal?
9 October 2024

The third quarter saw a broadening of the equity rally and the emergence of several factors that signal a stabilisation of market conditions. 

Emerging MarketsChina
A tale of two markets
7 October 2024

On a recent trip to China and India, we were struck by the stark contrast between the two economies ...

Active ManagementGlobal Stock Markets
SKAGEN Focus: Is the outlook brighter for small and mid-cap companies?
26 September 2024

Bargain prices and an improving economic environment look favourable for smaller companies to ...

Real Estate
SKAGEN M2: More gain, less pain for global listed real estate?
27 August 2024

With many property markets improving and delivering positive returns in 2024, investors are ...

Global Stock Markets
Stock market concentration: a SKAGEN perspective
23 August 2024

As a dwindling number of stocks drive global equity returns, what are the implications for markets ...

Active Management
SKAGEN Global: Canadian Conviction
17 July 2024

We recently met with our two Canada-based holdings and received positive updates on their ambitious ...

Global Stock MarketsEquity Funds
CIO Update: Beware what lies beneath the rising stock market tide
12 July 2024

Global equities maintained their ascent in the second quarter, but fewer stocks are generating the ...

Global Stock Markets
Investing amidst election fatigue: focus on long-term fundamentals
8 July 2024

Despite news headlines dominated by ongoing elections globally, the impact on overall investment ...

Global Stock MarketsUSAChina
The US-China conundrum
2 July 2024

In the first of a series of articles ahead of the US election, I examine how the reversal of ...

Equity FundsGlobal Stock Markets
SKAGEN Global: Playing the long game
11 June 2024

Our flagship equity fund is lagging the tech-heavy global index this year but is well-placed for ...

Sustainability
SKAGEN Focus: Looking below the radar to find ESG’s future leaders
4 June 2024

Why neglected small-caps driving real-world changes can be the big winners of the green transition.

Global Stock Markets
CIO Update: Value’s time to shine?
28 May 2024

The latest round of inflation data appears to have reassured investors that interest rate cuts ...

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Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs. The information can be found on www.skagenfunds.com. Storebrand Asset Management administers the SKAGEN funds which are by agreement managed by SKAGEN's portfolio managers.

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