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Global Stock Markets

Global Stock Markets
July 2026: Looking beyond the AI trade

July was the month when many of this year's biggest winners reversed course. For SKAGEN's portfolio ...

By Ole-Christian Tronstad Communications Manager
Global Stock MarketsEquity Funds
War in Iran overshadows equity market broadening
Portrait photo of a woman.
By Alexandra Morris Head of SKAGEN
Equity FundsGlobal Stock Markets
SKAGEN Global: Looking beyond the ‘AI scare trade’ and focusing on fundamentals
By Midhat Syed Portfolio Manager
Equity FundsGlobal Stock Markets
Winds of change: Is the desert walk for global small caps finally over?
Portrait picture of a man.
By Jonas Edholm Portfolio Manager
Global Stock Markets
CIO Update: New year, same market dynamics?
Portrait photo of a woman.
By Alexandra Morris Head of SKAGEN