Carmignac Gestion

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

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'

In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.