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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 overlooked by the AI-driven market, it proved rewarding. Four out of five equity funds outperformed their benchmark indices.
An increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent ...
South Korea’s concentrated equity market rally has reshaped opportunities for global value ...
Climate change represents a growing physical and financial threat to real estate globally. In our ...
The Danish logistics group’s first Capital Markets Day since closing the Schenker acquisition was a ...
Accelerating demand and supply constraints make data centres one of the most attractive secular ...
Why small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
As resilience grows in importance and the boundaries between real estate and infrastructure blur, ...
Strong start to 2026 for value and non-US equities disrupted by Iran war Middle East conflict sent ...
AI-driven panic has created short-term market dislocations and a sentiment-led shift from capital ...
2025 marked eight straight calendar years of small caps underperforming large caps but there are ...
Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is ...