In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
Assets fall to unsustainable levels
Glimmers of hope have recently begun to emerge for European equities.
On cusp of 'radically new chapter'
One of two lead portfolio management promotions in European equities
Europe's stockmarkets are on average up more than 20% this year.
Advisers and investors may ask themselves whether there are good reasons to consider Europe for investing. Carmignac’s Head of European Equities and Fund Manager Mark Denham argues that if you know where to look, there is much to be optimistic about....
European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.