The world economy is navigating an era of rising debt, shifting trade patterns and geopolitical rivalry. Drawing on her experience as former First Deputy Managing Director and Chief Economist of the IMF, Gita Gopinath will provide an expert view of the risks, opportunities and trends shaping the global investment landscape at SKAGEN Funds' New Year's Conference 2027.

Debt burdens, trade tensions and shifting geopolitical alliances are reshaping the global economy. Few observers have done more to explain these forces than Michael Pettis. At SKAGEN Funds' New Year's Conference 2027, the renowned China expert will share his insights on global imbalances, the outlook for China's economy and what a changing world order means for investors.

Governments around the world are grappling with rising debt, persistent deficits and mounting pressure on public finances. At SKAGEN Funds' New Year's Conference 2027, economist Pierre Yared will examine the political and economic forces behind these challenges, and what they could mean for investors in the years ahead.

Globalisation is giving way to a more fragmented world, shaped by strategic rivalry, shifting alliances and competing visions of the future. At SKAGEN Funds' New Year's Conference 2027, renowned historian Odd Arne Westad will place today's geopolitical tensions in historical perspective, exploring what the return of great-power competition means for economies, markets and the global order.

How should investors navigate a world of lower returns, higher uncertainty and changing market dynamics? Few are better placed to answer that question than Antti Ilmanen. At SKAGEN Funds' New Year's Conference 2027, the renowned investor, author and adviser to some of the world's largest institutions will share his insights on portfolio construction, diversification and the opportunities that lie ahead for long-term investors.

As Portfolio Manager of SKAGEN Global, Midhat Syed brings extensive experience in global equity investing across sectors and regions. At SKAGEN Funds' New Year's Conference 2027, she will share her perspective on finding opportunities in a more fragmented and unpredictable world.

As the Lead Portfolio Manager of Storebrand Global Solutions, Philip Ripman specialises in portfolio construction and long-term investment solutions. At SKAGEN Funds' New Year's Conference 2027, he will explore how investors can build resilient portfolios in an era of lower expected returns and greater uncertainty. 

Hans Thrane Nielsen has spent more than three decades analysing and investing in Norwegian companies through changing market environments. At SKAGEN Funds' New Year's Conference 2027, he will discuss where he sees the most attractive opportunities and risks in the Norwegian market today.