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Emerging Markets
SKAGEN Kon-Tiki: Successfully Riding the Emerging Market Rally
5 November 2025

Emerging market equities have performed strongly in 2025, driven by AI momentum. SKAGEN Kon-Tiki's returns are significantly ahead of benchmark, boosted by active portfolio management. The emerging market outlook remains positive and the portfolio is well-positioned to close its valuation discount ...

Real Estate
SKAGEN m2 buoyed by Big Yellow approach
16 October 2025

Private equity interest in the UK self-storage group has lifted a listed real estate sector primed ...

Equity FundsActive Management
SKAGEN Focus boosted by Comerica
9 October 2025

Largest US regional bank deal of 2025 is a significant boost to unitholders as M&A activity hots up.

Global Stock Markets
CIO Update: Global equities continue to scale the wall of worry
7 October 2025

A broad rally has propelled stock markets to record highs despite persistent macroeconomic and ...

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 ...

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 ...

New Year's Conference
Edward Chancellor – Investment Strategist Giving Voice to Financial History

Skewed valuations, rising concentration risk and challenges to central bank independence. In times ...

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