Having dined with Vladimir Putin, been adviser to a former US President and taken the witness stand in the ...

We consider the advantages of an active, price-driven, contrarian and long-term investment strategy in times ...

It is typically measures such as wind, water and renewable energy that are at the core of the political ...

Equities to recover once recession confirmed; interest rate normalisation to sustain value recovery.

Professor Aswath Damodaran has dedicated a large part of his career to explaining how companies are valued in ...

Like most regions, emerging markets have been an unhappy hunting ground for investors in 2022. Slowing ...

Few people are better placed to understand the turmoil in global financial markets today than Mohamed ...

As we enter the final phase of a painful year for investors across nearly all asset classes, SKAGEN ...

The man behind the open-source intelligence service Bellingcat is on a relentless quest for the truth. You ...

October marks a decade since the start of our real estate fund which has skilfully navigated a rapidly ...

Global investors are keenly following the presidential election in Brazil. SKAGEN Kon-Tiki Portfolio Manager ...

SKAGEN has decided to close its global bond fund SKAGEN Tellus. The liquidation will be effective from 28.10 ...

In difficult periods, it is easy to forget that stock markets have a long history of running hot and cold, ...

Like most risk assets, real estate has had a difficult 2022. More than usual, returns have been driven by ...

As stock markets continue to slide and sentiment darkens by the day, it is natural to wonder how close we are ...

While investor sentiment remains negative, the longer term opportunities are bright.

In July, SKAGEN Focus bought into the clothing brand Levi's. The stock is very much one of a kind in the ...

Following a crisis-rich first half for 2022, we reflect on the nature of crises and the opportunities they ...

Foes become friends: How five forces that challenged value stocks are now driving its resurgence.

Third-party sustainability research is confusing and risky – greater regulation is important but no ...

Ratings, regulation, renovation and valuation can mean it's not always easy being green.

Equity analysts Anne Line Kristensen and Espen Klette have been promoted to portfolio managers of SKAGEN m² ...

Despite a challenging start to 2022, the investment case for investing in a conservative and diversified ...

Our global equity fund remains built for the long haul with a resilient portfolio and huge upside potential.

After several jittery weeks, the US benchmark S&P 500 index on Monday entered a bear market. What does this ...

The current mood may be gloomy, but a diversified stock portfolio still provides the best protection against ...

For SKAGEN Vekst, ESG factors are an essential part of our research process, in the same way that we analyse ...

Following a stellar 2021, our Nordic-global equity fund has faced a testing start to 2022 but strong risk ...

Sustainability has been a longstanding investment theme for SKAGEN m², be that in the form of ownership ...

When it comes to sustainability, the truth is rarely a marketing strapline; it is rather steady, incremental ...

After a couple of decades of low and steady inflation, many investors are asking if we should prepare for ...

As active investors in Emerging Market (EM) equities, we see an opportunity to positively influence the ...

How company pay-outs provide protection and prosperity in the current volatile environment.

Listed real estate has outperformed global stock markets in 2022 and over the last twelve months. Despite its ...

As a long-term investor, SKAGEN Global considers ESG an important piece of the due diligence puzzle that is ...

April marks two decades since the launch of our pioneering emerging markets equity fund SKAGEN Kon-Tiki.  

SKAGEN Focus' position in Cascades serves to illustrate both our investment process as well as our active ...

In SKAGEN, we strive always to keep a firm grasp on reality. Our Sustainability Report for 2021 details the ...

Due to the tragedy unfolding in Ukraine, SKAGEN will freeze all Russian investments in its funds and divest ...

As clouds of conflict gather over Ukraine, how should investors think about geopolitical risk?

Market falls can feel painful but are part and parcel of the race for long-term investment success. 

A highlight from our recent New Year conference was Michael Pettis discussing the Chinese economy. The ...

After a helter-skelter 2020, stock markets found relative calm in 2021. SKAGEN's equity funds all delivered ...