SKAGEN Global: Canadian Conviction
Par Knut GezeliusWe recently met with our two Canada-based holdings and received positive updates on their ambitious plans for ...
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July
CIO Update: Beware what lies beneath the rising stock market tide
Par Alexandra MorrisGlobal equities maintained their ascent in the second quarter, but fewer stocks are generating the returns – ...
Investing amidst election fatigue: focus on long-term fundamentals
Par Timothy WarringtonDespite news headlines dominated by ongoing elections globally, the impact on overall investment returns ...
The US-China conundrum
Par Alexandra MorrisIn the first of a series of articles ahead of the US election, I examine how the reversal of capital flows ...