Investors prepare for potential Biden presidency
Renamed Carmignac Portfolio Green Gold
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
Expecting rise in AUM
Managed by Verlé and Deneuville
In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.
Group's annual media event
Payments made to executives via Luxembourg subsidiary
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
Impact on decision-making
Does the US have upper hand over China?
Not acting as a safe haven
Concerns about oil, currency and politics
US stocks have had a chance to finish 2017 in style, as the economic recovery that started two years earlier received an additional boost from the much-publicised breakthrough on tax reforms.
With the global tide of the central bank stimulus injection soon to turn, only a few segments of the fixed income universe have enough spread cushion to absorb the shift to a post-QE era.
Part of Investment Week's Managers to Watch series
What are the biggest misconceptions investors have about fixed income investing in the current climate?
Managers from Investment Week's Fixed Income Market Focus discuss the drivers and risks for the asset class.
It can be a tricky time finding your feet in the fund management industry, but here ten younger fund managers reveal who inspired them, whether that is taking their first steps into the industry or making the transition from analyst to money manager....
Managers from Investment Week's Edinburgh Fixed Income Briefing discuss the opportunities and risks for the asset class.
'Luck can artificially boost returns'
In the second of a three-part series, Didier Saint-Georges, managing director and member of the investment committee at Carmignac, takes a closer look at why volatility does not mean a red flag and the dangers of 'Turkey Syndrome'
Carmignac's Saint-Georges on managing 'unknown risks'
Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.