• Vigil of Arms.

    We believe it makes sense to tactically raise our level of caution as regards market risk.

Quarterly report

vignette-RT-Q4-2014

The transformation of the political landscape in developed countries and doubts about the effectiveness of monetary policies suggest...

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la Lettre d'Edouard Carmignac

Lettre EC Juillet 14

Populist agendas have gained a foothold amid dissatisfaction brought about by the global economic downturn. We need to take this into account in our investments.

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Quarterly report

vignette-RT-Q4-2014

The UK’s vote to leave the EU boosted the activism of the central banks, which are keen to stave off any slowdown risks and liquidity accidents.

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Carmignac's note

We believe it makes sense to tactically raise our level of caution as regards market risk.

READ
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