Ole-Christian Tronstad

Communications Manager

Contact Ole-Christian:

Telephone: +47 24 02 31 10

E-mail: oct@skagenfondene.no

Articles by Ole-Christian

11.09.2026

August 2026: Rising bond yields offset a revival in AI optimism

By: Ole-Christian Tronstad

AI-related stocks regained momentum in August after a summer lull, while rising government bond yields became an increasing focus for investors towards ...

11.08.2026

July 2026: Looking beyond the AI trade

By: Ole-Christian Tronstad

July was the month when many of this year's biggest winners reversed course. For SKAGEN's portfolio managers, who have long been searching for companies ...