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.
He also gives his views on the market impact of the forthcoming US Presidential Election and Italian referendum, and the key issues for the UK following the Brexit vote.
Ceremony on 29 November
92.9% of SJP investment complaints upheld
Government requires 'boldness' to overcome long-term challenges
Under the rules of EMIR
Also launching hedged currency share classes for existing products