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.
Boosted by infrastructure spending
Third of three video interviews with RLAM's head of multi-asset
Tail risks include US election
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Especially with China remaining uncertain