Plus ça change, plus c’est la même chose
By: Timothy WarringtonThe year 2024 will be recorded as another good year for equities – 56 new all-time-highs in the S&P alone – but with half of returns driven by valuation ...
Investing amidst election fatigue: focus on long-term fundamentals
By: Timothy WarringtonDespite news headlines dominated by ongoing elections globally, the impact on overall investment returns remains limited. In SKAGEN, we abide by the principal ...