In his outlook for 2018, Didier Saint-Georges, managing director at Carmignac, explains why investors should invest in gold as most other assets have the potential to be highly correlated if and when a market correction happens.

EM value most bullish position

$38.7bn inflows in Q3

First stress tests where no bank has had to add to capital position

Spent nearly 30 years at Investec W&I

Very similar environment to dotcom bubble

Charge of 0.30% per annum

Will co-manage a number of funds

Data from TrackInsight

Amid record short positions