• Vigil of Arms.

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

Quarterly report


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


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...



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. 


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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