Unpopular Italy is a country with attractive opportunities for value managers in search of undervalued stoc...

The continued resurgence of emerging market (EM) equities has prompted many investors to revisit their expo...

The second half of 2016 saw value investing come back into fashion after eight years of underperforming gro...

The markets have done well after Donald Trump was elected US president. Promises of tax cuts, increased pub...

Unilever, G4S and Roche. Portfolio managers of SKAGEN Global, Knut Gezelius and Søren Milo Christensen, hig...

SKAGEN's equity funds have considerable investments in South Korean companies and are following the recent ...

Things are looking brighter than they have for a while for SKAGEN Global. This is mainly due to tailwinds f...

The valuation of US stocks has reached new highs after Donald Trump's inauguration as president of the US. ...

In her speech yesterday, the British Prime Minister Theresa May stated that the UK government intends not o...

Jim Rogers is an American investor, financial commentator and author who co-founded the Quantum Fund ...

2016 ended on an up-beat note, with most indicators suggesting higher economic growth than at the beginning...

Will Trump's economic policies bring prosperity, jobs and joy to the US and the global economy?

"Picking the right bond that is sold for the wrong reason is a good strategy at present," says portfolio ma...

Recent years have not been kind to active fund managers. This has, naturally enough, given rise to question...

The surprising election of Donald Trump as the 45th president of the US initially sent stocks tumbling in t...

The violent reaction to Brexit highlighted equity markets' aversion to uncertainty. Although post-Brexit lo...

Year-to-date the Brazilian stock market has climbed 86 percent in EUR and is showing few signs of slowing d...

The evolution of streaming services is contributing to renewed growth for record companies following a long...

The upcoming presidential election in the US has taken many twists and turns so far. Nonetheless, the portf...

Investing responsibly – also referred to as Environmental, Social And Governance (ESG) – should be more tha...

Samsung Electronics is still a positive contributor to the funds, despite the company's decision to withdra...

Kenneth Rogoff is the keynote speaker at SKAGEN's upcoming New Year's Conference – a Professor of Economics...

Alexandra Morris has the kind of winning mentality that means she is genuinely sorry if clients suffer due ...

In the search for investments with low to medium risk, there has been renewed focus on corporate bonds. The...

Since the beginning of summer a series of political and terrorist-related shocks have created waves of econ...

As expected, Brexit has caused a great deal of turbulence in the markets and international financial media ...

Coming up to the half-year mark, we can safely say that it has been a challenging six months in the global ...

The UK voted to leave the European Union yesterday. This was a largely unexpected result and the stock mark...

It is always difficult to say when a party is over. After three years of falling returns in emerging market...

On the list of the year's largest mergers and acquisitions we find a number of companies from the agricultu...

With a portfolio consisting of the managers' absolute best stock picks, SKAGEN Focus has quickly grown to r...

The SKAGEN Global team took advantage of the turbulent start to the year to buy into three new companies, e...

SKAGEN's equity funds all performed in line with or better than their respective benchmark indexes in April...

Having helicopters drop money will hardly help central banks achieve their inflation targets.

After a rocky start to the year in the financial markets, investors have been offered some relief since mid...

After a difficult start to 2016, there were glimpses of stabilisation in February – both in the global equi...

Knut Gezelius, portfolio manager of SKAGEN Global, explains what stock picking means for SKAGEN and the adv...

Uncertainty around Emerging Markets has weighed down on financial markets in recent years. Nonetheless, is ...

"People need food, and there is a growing demand for protein globally," says Filip Weintraub in answer to w...

Making mistakes is an inevitable part of being an investor. As long as company values are mainly based on f...

The colonial mindset that emerging markets are commodity sellers and so-called developed markets buyers is ...

Most stock markets in the world, both developed and emerging markets, fell in January. It was the weakest s...

The weakest start of a year since the financial crisis years provides many buying opportunities for stock p...

China's stock market has continued to fall sharply over recent weeks. On 7th January trading on the stock e...

SKAGEN has asked the legendary investor Jim Rogers, who has been a speaker at SKAGEN's New Years Conference...

Risk assets produce the best returns, but even these are not very high, according to Garry Evans, head of G...

Economic signals are everywhere, according to Dr Philippa Malmgren, and by being alert to these, anyone can...

SKAGEN asks Ian Bremmer, an American political scientist and expert on global political risk, some question...

It has now been seven years since the peak of the financial crisis in the autumn of 2008, and since the the...

The positive announcement from Samsung Electronics on share buybacks and increased dividends led to a price...

SKAGEN Global has increased its exposure to the US by 30 percent in a year in which the US stock market ral...

What do low and negative interest rates mean for equities?

How worried should we be about weaker economic growth in China?

The South Korean IT giant, Samsung, has just delivered excellent quarterly accounts, sending the share pric...

On meeting SKAGEN Global's new multi-tasking portfolio manager, Tomas Johansson, two questions in particula...

In five years' time, the winners on the stock exchange will be found in emerging markets.

People have been asking us what the sharpfall in the Chinese stock market means for SKAGEN`s equity f ...

Active and passive fund management and the cost of these services are a hot topic of discussion in several ...

People often think that the key to success in the stock market lies in buying low and selling high. History...

Stock markets do not follow a country's economic growth trajectory, and never has this been more true than ...

Despite having delivered good absolute returns, the past few years have been challenging ones for SKAGEN Ve...

The idea behind the SKAGEN Focus equity fund is a simple one: to gather together a few really good investme...

A value investor at heart, Filip Weintraub has now returned to SKAGEN to launch a new equity fund, SKAGEN F...

Are you wondering about the shadows on the wall and what they say about the current state of Greece and its...

Since the 2007-2008 financial crisis, financial companies have been losing popularity among global investor...

Using examples from the SKAGEN Kon-Tiki portfolio, portfolio manager, Hilde Jenssen, explains what is impor...

The relatively strong recovery of the US economy in the aftermath of the financial crisis saw investors ret...

Future earnings are the most important driver of a company's share price, but it is important to be clear t...

I do not expect even an outline of a deal between Greece and its partners at the EU summit this week. I...

Like the majority of active managers, equity fund SKAGEN Kon-Tiki struggled last year. Lookingahead, ...

Grant Williams is something of an enfant terrible amongst investors, and specialises in challengin ...

When the American Jeffrey Sachs was appointed economics professor at Harvard at the age of 28, he became on...

"New technology means that just a few people are now able to do what only governments and large corporation...

Over the next six months, the Energy Spring will pose the biggest geopolitical risk globally.

Kyle Bass is one of the rare breed of contrarian investors who predicted the subprime mortgage crisis. What...

Leif Ola Rød, an experienced Norwegian who has long had close ties to SKAGEN, will be taking on the role of...

We have decided to sell all of SKAGEN Tellus` investment in Greek sovereign bonds.

From Board member to Portfolio Manager to Investment Director; as of January next year, Ole Søeberg will ta...

In the years following the financial crisis, indices have been the big winners. What can we expect in the y...