Didier Saint-Georges, managing director of Carmignac, speaks to editor Katrina Lloyd about why the rebalancing of the policy mix towards fiscal stimulus will be a big theme for investors over the next six months.
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Passive funds delivering better results
The increasing popularity of protectionist policies - the practice of individual countries shielding their industries from foreign competition - is growing to become one of the biggest dangers to investors currently, according to a new report.
There is a sad corner of hell reserved for those investors (me included) who spend a large amount of their time scrutinising the tables showing 52-week lows and highs for individual share prices.
Recessions are unpleasant, but they are a part of the normal economic cycle and have an important role to play to ensure competitiveness and productivity remain strong, says Hector Kilpatrick, chief investment officer of Cornelian Asset Management.