Trade War

A trade war occurs when a nation imposes import tariffs or quotas to protect domestic businesses, and foreign countries retaliate with similar measures. Although SKAGEN invests bottom-up, our portfolio managers consider trade alongside other economic and political factors as part of their company analysis.

Macro Economics Trade War

Optimism drove the markets in the fourth quarter

In the final quarter of the year, markets were cheered by signs that the manufacturing cycle may ...