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Trade War

A trade war occurs when a nation imposes import tariffs or quotas to protect domestic businesses, and foreign countries retaliate with similar measures. Although SKAGEN invests bottom-up, our portfolio managers consider trade alongside other economic and political factors as part of their company analysis.

Macro EconomicsTrade War
Optimism drove the markets in the fourth quarter

In the final quarter of the year, markets were cheered by signs that the manufacturing cycle may ...

By Jane Tvedt Portfolio Manager
Emerging MarketsSouth KoreaChinaTrade War
What next for emerging market growth?
By Cathrine Gether Portfolio Manager
Emerging MarketsUSATrade War
Opportunities lie within emerging market problems
Portrait photo of a woman.
By Alexandra Morris Investment Director
Trade WarInvestment Philosophy
Opportunities in trade war