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CEO Update

Door: Timothy Warrington

This is my first update to you, our clients, as CEO. My aim in writing it is to offer you further insight on ...

Labour's Revenge?

Macro economist Torgeir Høien discusses what happens to profits if the labour share of income is normalised ...

Jim Rogers' outlook on 2017

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

Brexit makes waves

Door: Trygve Meyer

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

Food for thought

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

Turnaround?

Door: Parisa Kate Lemaire

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

Long-term benefits

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

Risk aware

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

Up in US stocks

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

Cheapest not always best

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

The China Enigma

Door: Trygve Meyer

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

In Plato's cave

Door: Torgeir Høien

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

US equities getting riskier

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

Greek turbulence

Door: Torgeir Høien

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

Making the impossible possible

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

A knack for predictions

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

Unpopular active managers

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

In het verleden behaalde resultaten zijn geen garantie voor toekomstige resultaten. Toekomstige resultaten zullen, onder andere, afhangen van marktontwikkelingen, de competenties van de fondsbeheerder, het risicoprofiel van het fonds en de beheervergoeding. Het resultaat kan negatief worden als gevolg van negatieve prijsontwikkelingen.