Édouard Carmignac and the team behind the group's €5bn Investissement fund have retained their strong conviction in 'FANG' stocks and raised the overall technology weighting within the portfolio over the past year, despite widespread valuation concerns about the sector.
Carmignac (pictured) has maintained large positions in Amazon (5.3%), Facebook (4.4%), and Alphabet/Google (4.4%) – three of the four so-called FANGs, alongside Netflix. Total TMT exposure in the global...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
Latest news and analysis
Primarily smart-beta products
Revealed – successes across all 11 categories