The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.
With 25 years’ experience dedicated to European stocks, Carmignac’s Head of European Equities Mark Denham has the expertise to pick out the companies with true long-term promise in Europe, avoiding those that don’t offer long-term reward for investors...
To earn attractive levels of income in recent years, many investors and their advisers have felt obliged to take bigger risks. We spoke to Helen Bradshaw of Quilter Investors about the importance of improving income diversification.
In an increasingly protectionist world, plagued by escalating trade tensions, the export-focused German economy is clearly suffering. We look ahead and explore the investment implications of a weaker German economy.