Storebrand Global Solutions: Q3 2026 Update
Cybersecurity holdings lead returns as AI raises the need for digital protection Renewable energy theme held back by higher interest rates New ...
Ownership without influence?
The regulatory changes in the US concerning shareholder rights continue to accelerate, which could harm investors' ability to hold companies' ...
It's time we treated nature as the systemic risk it is
Governments at COP17 must deliver the policy certainty, transparency and accountability that finance and business need to act on nature.
What does COP17 mean for investors?
Five Questions with Emine Isciel, Head of Climate and Environment, Storebrand AM.
Storebrand AM reduces risk as rising yields spread to credit markets
Storebrand Asset Management is reducing risk in its tactical allocation following the sharp rise in interest rates.
Storebrand AM Wins Sustainable Investment Fund Management Group of the Year
Success at the Investment Week Sustainable Investment Awards 2026
EU Green Bond Standard: bringing sustainable fixed income to the next level?
The EU GBS could complement traditional green bonds while establishing itself within a premium segment of the market.
The rising cost of climate change
Climate change is already being priced into the economy. We see it in rising insurance costs, stressed housing markets, higher food prices and ...
The rising cost of a warming world
Physical climate risk is being repriced across the real economy – what are the implications for investors and protecting portfolios?
Attractive entry point for the listed real estate recovery
With earnings, cashflows, market dynamics and macroeconomic conditions all positive but valuations close to historic lows, the asset class offers ...
SKAGEN Vekst: Stock picking and price discipline drive positive returns
Our long-running Nordic-global equity fund has taken profits from the AI boom and rotated into unfashionable stocks that have the potential for ...
The end of political apathy on climate change
As climate-related costs increasingly move from theoretical models to financial reality, political attention is returning to issues that only a few ...
Long-term US Treasury yields hit their highest level since 2007 as equities reach new record highs
Long-term US Treasury yields rose further over the summer, reaching their highest level since 2007 in August. At the same time, global equity markets ...
Beyond the negative headlines: Finding opportunity in Solutions
The investment case for solutions investing is ultimately rooted in optimism. While headlines are often dominated by climate change, resource ...
"The solutions rarely make the front page"
Shrugging off the gloom and doom, Philip Ripman is investing in a select group of determined innovators that are quietly cracking the code for ...
Sustainable Investment Review Q2 2026
Maintaining momentum: welcome to our second quarterly Sustainable Investment Review for 2026.
Beating thermal inequalities
Temperature changes are striking communities severely, often harming the most vulnerable, and driving demand for thermal monitoring and management ...
Central banks resume rate hikes as equities shrug off tightening fears
Oil prices have fallen back to levels seen before the outbreak of the Iran war, yet central banks have resumed raising interest rates. Global equity ...
Ten years of the Plus funds: Lessons from a decade of climate-aware investing
By the Index & Quant team, Storebrand AM
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 ...
SKAGEN m²: Built for resilience
Climate change represents a growing physical and financial threat to real estate globally. In our third commentary on resilience, we examine how ...
SKAGEN m²: The data centre opportunity
Accelerating demand and supply constraints make data centres one of the most attractive secular growth stories in global real estate markets.
SKAGEN m²: The infrastructure imperative
As resilience grows in importance and the boundaries between real estate and infrastructure blur, opportunities outweigh risks for active investors.
Hans Thrane Nielsen: "Every proposal set forward at an annual general meeting has its alternative value."
A portfolio manager's view on the challenges of corporate governance and how focusing on the “G” in ESG has evolved in the Norwegian markets over the ...
Market Outlook for May 2026: Rally amid uncertainty
Global markets rallied to new highs in April despite continued geopolitical tensions and elevated oil prices. Investors remain focused on resilient ...
Shareholder democracy: constrained, contested, but not concluded
A deep dive on recent developments on shareholder rights.
Sustainable Investment Review Q1 2026
Governance matters: welcome to our first quarterly Sustainable Investment Review for 2026. We're pleased to present this latest edition of Storebrand ...
Lobbying Must Withstand Scrutiny
In today’s political landscape, the lack of transparency surrounding companies’ communication with public authorities has become a blind spot for ...
Storebrand Global Plus: Q1 2026 Update
Senior Portfolio Manager, Geir Magne Bøe, provides an update on Storebrand Global Plus and explains how the fund has navigated a challenging market ...
Climate solutions: Same same, but different
Our latest white paper explores how applying the same revenue filter across developed and emerging markets produces different climate solutions ...
Storebrand Global Solutions: Q1 2026 Update
Solid performance driven by strong returns from renewable energy and smart cities holdings New investment in Siemens, replacing Unilever in ...
Market Outlook – April 2026: Increasing exposure to global equities
Geopolitical tensions and elevated oil prices are reshaping the global investment landscape. We are positioning portfolios with increased exposure to ...
Storebrand Emerging Markets Wins Lipper Award
Top performing fund wins best Equity Emerging Markets Global category over ten years.
Energy security is driving investments in renewables
For many countries, energy has become as much a national security priority as a climate policy issue. For investors, this shift has turned the energy ...
Sustainable Investment Review Q4 2025
Welcome to our fourth quarterly Sustainable Investment Review for 2025.
In Focus: Nature and Climate Finance
Integrating emerging best practice into investment analysis, risk assessments and stewardship
Market Outlook - March 2026
Geopolitical tensions and new AI launches are rattling markets in March. Oil and gas prices are surging, weighing on equities, while interest rates ...
A Sleeper Stock
Gemany's Vossloh is on track to benefit from European infrastructure investment, combining quality, efficiency, environmental performance and a smart ...
IPES12: A rallying cry for action on nature – businesses can lead change or risk extinction
New report provides an independent science-based roadmap to accelerate action Assessment makes clear that all businesses depend on and impact nature ...
Storebrand Global Plus: Q4 2025 Update
Climate solutions’ strength drives Q4 outperformance, helps fund close the gap for the full year 2025 policy changes present headwinds for near-term ...
Storebrand Global Solutions Update: Riding the Renewables Recovery
Solid absolute and relative fund performance in 2025, driven by renewable energy resurgence. Resilience became an increasingly important theme in ...
Market Outlook - February 2026
January was marked by renewed geopolitical tensions and shifting market expectations. Against this backdrop, growth prospects improved and equity ...
Restoring the Business and Biodiversity Balance: From Silent Risk to Collective Responsibility
For decades, warnings of ecosystem collapse were treated as the domain of activists and specialized scientists. But as of late January 2026, the ...
SNRE II raises target size following second closing
Storebrand Nordic Real Estate Fund II (SNRE II) completed its second closing on 19 December 2025 and is now increasing its target size to a level ...
Market Outlook - January 2026
Global growth remained resilient in 2025 despite rising geopolitical and trade-related uncertainty. Looking ahead, fiscal policy, monetary easing, ...