• 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

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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Video

Jean Medecin was live on Bloomberg "Surveillance" with host Mark Barton to discuss the outlook for the US economy and the central bank rate policies. 

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Carmignac's note

For now, financial analysts can point to real economic developments to justify their steadily rising estimates for corporate earnings in 2017

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