Carmignac's Saint-Georges: The three consequences of quantitative tightening

Focus on monetary policy not politics

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Didier Saint-Georges of Carmignac
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Didier Saint-Georges of Carmignac

Didier Saint-Georges, managing director at Carmignac, has warned investors need to prepare for three "crucial consequences" of central banks' quantitative tightening; greater volatility, rising bond yields and the impact on EM countries reliant on the US dollar.

Even for motivated investors, the ins and outs of central bank policy do not exactly make for thrilling reading in the summer heat. The impact on sentiment of politicians' outlandish escapades - on...

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