CIO Update: Is the market rally losing steam?
By: Alexandra MorrisStock markets around the world broke records during the first quarter but economic and geopolitical risks are looming on the horizon.
Asia Engagement: Reflections from three dynamic emerging markets
By: Alexandra MorrisOn a recent visit to South Korea, Vietnam and India, we discovered three very different cultures and addressed ESG, financial and operational matters with ...
Where next after a shock end to the year of surprises?
By: Alexandra MorrisPerhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a global recession and rock-bottom investor sentiment ...
CIO Update: Small caps poised for merger mania?
By: Alexandra MorrisA side-effect of the runaway returns generated this year by the world’s biggest companies is that those lower down the food chain are looking increasingly ...
CIO Update: More surprises to come?
By: Alexandra MorrisSo far 2023 has been a year of surprises. At the outset, most economists expected a global recession – the perceived wisdom being that choking demand by ...
Will stocks continue to climb higher?
By: Alexandra MorrisAs summer turns to autumn, it is always good to reflect on the year so far and what the remainder of 2023 could have in store for investors.
CIO Update: Narrow footing on higher ground
By: Alexandra MorrisThe market's strong first half performance inevitably brings higher risk, particularly given its slender foundations. An uncertain macro environment further ...
The active enigma: Can stockpickers continue to prove their worth?
By: Alexandra MorrisAs SKAGEN celebrates its 30th anniversary, we assess how the changing investment landscape has impacted active management over recent decades, the traits ...
CIO Update: Machine learnings
By: Alexandra MorrisAI is fuelling short-term market gains but its long-term power will be far more potent - especially for those who buy it at the right price.
It starts with good corporate governance
By: Alexandra MorrisSKAGEN's focus on good corporate governance is long-standing. For almost 30 years we have recognised it as crucial for long-term profitability and invested in ...