Quick-fire interview with Carmignac MD: Why we have increased commodities exposure and are revisiting case for 'safe haven' yen

Katrina Lloyd
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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.

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