Stock market concentration: a SKAGEN perspective
As a dwindling number of stocks drive global equity returns, what are the implications for markets and investors?
RBC BlueBay: Trump 2.0: the themes driving EM Debt
We discuss why emerging markets reacted as expected to Trump’s stunning win.
Invesco - Annual Investment Outlook 2025 - 4 December, 2024
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income, emerging markets, and private markets; and the potential for artificial intelligence to influence global growth.
A tale of two markets
On a recent trip to China and India, we were struck by the stark contrast between the two economies. In Hong Kong, Chinese investors voiced concerns about slowing growth and rising debt, while in Delhi, Indian investors were upbeat, driven by the country’s booming economy and growing capital markets.
SKAGEN m2: More gain, less pain for global listed real estate?
With many property markets improving and delivering positive returns in 2024, investors are increasingly hopeful that global real estate has finally turned a corner.
With Republican House victory, Powell’s troubles deepen
The Republicans won the popular vote, regained control of the Senate, and are nearing a majority in the House of Representatives. This is bad news for Fed Chairman Jerome Powell, with whom Donald Trump has a score to settle.
Invesco Global Systematic Investing Study 2024
Explore the rapidly advancing systematic investing space.
Mediakit 2025
SKAGEN Focus: Is the outlook brighter for small and mid-cap companies?
Bargain prices and an improving economic environment look favourable for smaller companies to generate bigger returns.
Global dividend yields are falling - but not if you know where to look
The Global Dividend category, a well-established segment of over 50 funds focused on dividend investing with over €75bn in assets, has seen a notable change recently.