SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound impact on traditional valuation metrics.
Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)
"The world has been suffering from a shortage of USD for 25 months in a row, which is the longest period ever, since the end of the Gold Standard in 1971. This might explain the USD’s surprizing strength during the last two years and the fact that world trade has completely flattened over the period."
Records, surprises and opportunities
A closer look at how fixed income markets could perform this year.
December, Q4, 2019 and 2010s Performance Review
For institutional investors only
“You know, I’m from a different time, young man, a dark time to you. I’m from a time that I didn’t even used to know who was on the phone until I answered the shit!”
“Stalin had an electric teapot that he operated himself. A round table, located between two of the four windows, held his multiple black telephones (made by Siemens)…”
"So, how much do you want for this "priceless" item?"
