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Equity FundsGlobal Stock Markets
SKAGEN Global: Looking beyond the ‘AI scare trade’ and focusing on fundamentals
18 February 2026

AI-driven panic has created short-term market dislocations and a sentiment-led shift from capital light business models to capital intensive alternatives   Fund holdings retain strong fundamentals – drawdown leaves portfolio valuation on-par with global market but offers superior financials and ...

Equity FundsGlobal Stock Markets
Winds of change: Is the desert walk for global small caps finally over?
18 February 2026

2025 marked eight straight calendar years of small caps underperforming large caps but there are ...

Emerging Markets
SKAGEN Kon-Tiki update: Investment strategy continues to deliver
13 February 2026

Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is ...

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 ...

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.

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