Skagen CIO: No chance of business life speeding up anytime soon

Alexandra Morris, CIO at SKAGEN Fondene, thinks the stock exchanges will be slow for a while yet. She sees several opportunities in the current markets, but is taking a sober approach and is wary of not paying too much for growing companies.

Alexandra Morris | Photo: SKAGEN

"By having a sober and pragmatic approach to value, we think that today's turbulent market is full of opportunities," writes SKAGEN Fondene CEO Alexandra Morris in her latest report.

At the start of April, the markets picked up significantly. According to Morris, this could reflect a belief that the virus would be under control before the summer and a gradual return to normal and further growth on the equity market was predicted.

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