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Global Stock Markets
CIO Update: New year, same market dynamics?
2 February 2026

Markets have entered the new year strongly as economic resilience, improving growth forecasts and positive equity performance have boosted investor confidence. While volatility has risen on growing geopolitical unrest, broadening market leadership, supportive monetary and fiscal conditions, and new ...

Emerging Markets
SKAGEN Kon-Tiki: A year of shifting narratives and strong emerging market returns
20 January 2026

2025 proved to be a strong year for risk assets, with global equities supported by accelerating AI ...

Global Stock Markets
Stock Markets Rally Through the Wall of Worry
12 January 2026

2025 was another strong year for equities with positive returns across geographies and sectors.

New Year's Conference
Siri Lill Mannes
19 December 2025

Siri Lill Mannes returns as the much-appreciated moderator for SKAGEN's New Year's Conference 2026, ...

New Year's Conference
Timothy Warrington
19 December 2025

Timothy Warrington is Director of Wealth and a member of Storebrand AM’s leadership group.

New Year's Conference
General Sir Mark Carleton-Smith - Global Security and Geopolitics Expert
17 December 2025

Few people are better placed than General Sir Mark Carleton-Smith to understand the implications of ...

Global Stock Markets
SKAGEN Global: Primed for Re-pricing
3 December 2025

Against a market backdrop of rising concentration risk, our global equity fund offers ...

Active Management
SKAGEN Focus: Opportunities in a polarized investment world
24 November 2025

Global equities have entered an extreme environment with the market split between a handful of ...

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