Substantial risks do remain in the US market, but steer clear of cyclical sectors and it should be plain sailing, argues Carmignac Gestion's Sandra Crowl.
Fund managers who made their names in rising emerging markets have endured a tougher time for much of the last year, but who has weathered the storm and come out on top?
Could normalising monetary policy spell the end for fixed income?
European fund management giant Carmignac Gestion is expanding its UK hub after moving a senior investment manager over to the London office.