Industry Voice
Industry Voice: Politics and investing in 2020 - a primer for investors
Backdrop – investing in volatile times
Industry Voice: How responsible investing empowers conviction in Europe
At Carmignac, we strive to find attractive long-term investment opportunities and deliver them to our investors; and we believe that it takes more than just financials to meet this objective. For us, socially responsible investing (SRI) is ingrained in...
Industry Voice: Large-cap Asian stocks offer unrealised growth potential
At the recent Jupiter Investment Conference held at Claridge’s Hotel, London, Jason Pidcock, Head of Strategy, Asian Income, discussed why his focus on some of the largest, most liquid companies in the Asia Pacific region can offer great growth potential,...
Industry Voice: European equities: Finding the diamonds in the rough
Advisers and investors may ask themselves whether there are good reasons to consider Europe for investing. Carmignac’s Head of European Equities and Fund Manager Mark Denham argues that if you know where to look, there is much to be optimistic about....
Industry Voice: In today's markets, drawdowns can strike unexpectedly
The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.
Industry Voice: How to find what works in Europe - and what to avoid
With 25 years’ experience dedicated to European stocks, Carmignac’s Head of European Equities Mark Denham has the expertise to pick out the companies with true long-term promise in Europe, avoiding those that don’t offer long-term reward for investors...
Industry Voice: Recession obsession, flash crashes and misbehaving drawdowns
The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.
Industry Voice: Uncertainty is certain: how can you protect and participate?
BMO Global Asset Management
Industry Voice: The making of Asia's market leaders
Teera Chanpongsang, portfolio manager of the Fidelity Asia Fund, charts the advancements he’s seen on-the-ground in the last two decades and the market leaders that continue to emerge across the region.
What Does the New Imperial Era Mean for Japan?
While the direct impact of Japan's new Reiwa imperial era on markets and the economy will be minimal, the psychological significance is important.
The Rise of Global Natural Monopolies
Amid an accelerated pace of disruption that has transformed industries, understanding the economic and market impacts is imperative.
Industry Voice: Europe: Don't judge a book by its cover
3 minutes with Mark Denham, Head of European Equities at Carmignac
Industry Voice: Getting your UK equity income allocation right: not all covered call strategies are equal
BMO Global Asset Management
Close Brothers: Money worries can impact employee productivity and mental health
The importance of financial wellbeing
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