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September

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 ...

23.09.2026

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?

21.09.2026

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 ...

11.09.2026

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 ...

11.09.2026

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 ...

10.09.2026

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 ...

03.09.2026

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 ...

02.09.2026

"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 ...

01.09.2026

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs.