• Vigil of Arms.

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

la Lettre d'Edouard Carmignac

Lettre EC Juillet 14

The US stock market is up by over 9.6% since he was elected. But should we then conclude that populism can contribute to economic recovery...

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Carmignac's note

Trump has opened rifts in American society, but his economic policy agenda has also sparked excitement.

 

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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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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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