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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 could see further impetus with valuations still cheap and the Value-Up programme likely to regain momentum.  

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 ...

Global Stock Markets
SKAGEN Global: Navigating complexity
6 May 2025

Our global equity fund has delivered a solid start to the year against a backdrop of rising market ...

Global Stock MarketsUSA
Liberation Day: What Trump’s tariffs mean for stock markets and what might come next?
3 April 2025

President Donald Trump has unveiled new tariffs aimed at addressing trade imbalances and protecting ...

Active ManagementGlobal Stock Markets
Global equity markets: The Great Rotation
31 March 2025

Has the Great Rotation finally commenced? While it is still early days, we are potentially ...

News from SKAGEN
Notice of withdrawal from the UK reporting fund regime
27 March 2025

The SKAGEN Funds hereby give notice under Regulation 116 of the Offshore Funds (Tax) Regulations ...

Global Stock Markets
Three weeks in February
13 March 2025

Recent shifts in global dynamics, particularly regarding America's stance on Russia and Ukraine, ...

Global Stock Markets
A brave new world: is this the start of a changing global order?
11 March 2025

2025 has already sprung several surprises – are these a product of fragile market sentiment and ...

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