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Global Stock MarketsUSA
Trump’s financial reporting proposal is positive for long-term investors
25 September 2025

Call to change financial reporting frequency has been widely criticised but SKAGEN Global takes the controversial view that, in this instance, the proposal may have merit.

Real Estate
SKAGEN m2: Navigating listed real estate investments in a changing world
18 September 2025

In a turbulent year for global markets, listed real estate has shown surprising regional resilience ...

News from SKAGEN
Portfolio Manager Appointment – SKAGEN Global
17 September 2025

We are pleased to announce that Midhat Syed will join SKAGEN Global as Portfolio Manager, effective ...

Global Stock Markets
CIO Update: Markets rally despite trade and geopolitical uncertainty
9 July 2025

Stock markets surged in the second quarter, shrugging off concerns around Liberation Day and ...

Global Stock Markets
Focus on the fundamentals
23 June 2025

In uncertain times, it's easy to be distracted by noise – whether in politics, markets, or media. ...

Investment PhilosophyGlobal Stock Markets
SKAGEN Focus: Three forces unlocking the valuation potential in small and mid-caps
16 June 2025

After a turbulent 2024, SKAGEN Focus is showing strong signs of recovery in 2025, driven by ...

South KoreaEmerging Markets
Korean election: A SKAGEN perspective
6 June 2025

After months of political chaos, South Korea has a new president. A positive stock market reaction ...

Global Stock Markets
CIO Update: Opportunities emerge beneath market volatility
13 May 2025

Despite a rollercoaster 2025, global stock market returns are now broadly flat year-to-date in USD ...

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