Five reasons to invest in emerging markets
By: Fredrik BjellandThe course for emerging market investors rarely runs smooth and 2024 has so far been no exception.
Emerging markets offer fast-paced value creation
By: Fredrik BjellandEmerging markets are exciting territory for investors with an appetite for value creation. And now is a good time to jump on board.
SKAGEN Kon-Tiki update: A unique combination of EM value and quality
By: Fredrik BjellandOur global emerging market fund SKAGEN Kon-Tiki continues to outperform, driven by stock selection and price discipline.
SKAGEN Kon-Tiki: Finding value in EM uncertainty
By: Fredrik BjellandLike most regions, emerging markets have been an unhappy hunting ground for investors in 2022. Slowing economic growth and rising inflation have impacted most ...
Navigating the China Syndrome
By: Fredrik BjellandThe latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
SKAGEN Kon-Tiki: Value recovery continues
By: Fredrik BjellandThe recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's continued outperformance of growth. With its clear ...
SKAGEN Kon-Tiki: Combining Quality and Value in Emerging Markets
By: Fredrik BjellandWith the market noise and turbulence of 2020, it was easy to overlook that emerging markets outperformed developed markets for the first time since 2017, a ...
SKAGEN Kon-Tiki update: Recovery in motion
By: Fredrik BjellandEmerging markets outperformed developed markets in the third quarter, as is often the case in periods of a weakening US dollar. SKAGEN Kon-Tiki continued to ...
Better to lose at dice than at Russian roulette
By: Fredrik BjellandGetting it right in investing comes down to experience, patience and a little bit of daring.
SKAGEN Kon-Tiki: Is value on its way back?
By: Fredrik BjellandThere are signs that value stocks may be making a comeback after a long period during which expensive growth stocks have outperformed, writes SKAGEN Kon-Tiki's ...