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 ...