Market views, investment strategies and macroeconomic research.
Access Carmignac’s convictions and publications.
Most stock market indices have been in the red since the beginning of 2018.
We believe the ability to understand and identify disruptive technology trends and investment opportunities are the key to creating successful long-term investment strategies.
The current market instability reflects investor confusion about the transitional period between two sharply contrasting liquidity paradigms.
Ever since developed-world central banks threw themselves headlong into ultra-loose monetary policies at the beginning of 2009, the big question has been how exactly they would unwind them.
Carmignac Portfolio Capital Plus has a unique investment philosophy that combines features, rarely seen together in a single fund...
Jean Médecin appeared on “Bloomberg European open” with hosts Guy Johnson and Matt Miller. He gave his views on the equity rally, the Central Banks' policies, US tax reform, the Q4.
When you’re an investment manager, being right isn’t enough. You also have to be right at the right time – neither too soon nor, above all, too late.
Detailed market predictions are only of limited value.
We invite you to rediscover the highlights of our last quarterly meeting.
Didier Saint-Georges was live on “Daybreak Americas” with hosts David Westin & Alix Steel.