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Global Stock Markets

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

AI-related stocks regained momentum in August after a summer lull, while rising government bond ...

Equity FundsGlobal Stock MarketsActive Management
SKAGEN Vekst: Stock picking and price discipline drive positive returns
By Søren Milo Christensen Portfolio Manager
Global Stock Markets
July 2026: Looking beyond the AI trade
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