SKAGEN Focus: Unlocking hidden value in Korea's narrow rally
South Korea’s concentrated equity market rally has reshaped opportunities for global value investors with the emergence of significantly asset-backed ...
SKAGEN Kon-Tiki: Playing defence in a top-heavy market
An increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent years and highlights the potential benefits of an ...
SpaceX goes public – the mechanics of index inclusion
SpaceX is now public, in what has become the largest IPO in history. For most investors, the interesting question is not whether SpaceX is an ...
AGM Season update
A quick overview of developments so far, including highlighting certain voting activity.
Institutional Investors Are Rethinking Diversification
In an era defined by rapid financial shifts, institutional investors are navigating an increasingly complex landscape. A global energy crisis and ...
ECB set to hike rates as global equities reach record levels
The European Central Bank (ECB) is expected to raise interest rates in June for the first time since 2023. At the same time, global equity markets ...