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.
Unclear on job moves
Reforms not enough
McGhee joins from banking trade body
Our video series continues
In June 2016, immediately before the Brexit referendum, a curious thing happened.