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2026

War in Iran overshadows equity market broadening

Strong start to 2026 for value and non-US equities disrupted by Iran war Middle East conflict sent oil prices surging and risk assets lower on fears ...

09.04.2026

SKAGEN Global: Looking beyond the ‘AI scare trade’ and focusing on fundamentals

AI-driven panic has created short-term market dislocations and a sentiment-led shift from capital light business models to capital intensive ...

18.02.2026

Winds of change: Is the desert walk for global small caps finally over?

2025 marked eight straight calendar years of small caps underperforming large caps but there are signs that a rotation towards their longer-term ...

18.02.2026

SKAGEN Kon-Tiki update: Investment strategy continues to deliver

Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is well-positioned to continue delivering positive ...

13.02.2026

CIO Update: New year, same market dynamics?

Markets have entered the new year strongly as economic resilience, improving growth forecasts and positive equity performance have boosted investor ...

02.02.2026

SKAGEN Kon-Tiki: A year of shifting narratives and strong emerging market returns

2025 proved to be a strong year for risk assets, with global equities supported by accelerating AI investment and the onset of monetary easing in ...

20.01.2026

Stock Markets Rally Through the Wall of Worry

2025 was another strong year for equities with positive returns across geographies and sectors.

12.01.2026

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.