Russia-Ukraine crisis: what are the impacts?
The Russo-Ukrainian conflict induces a stagflation risk for the global economy
Inflation will remain central to investment strategies in 2022
Inflationary pressures, rising interest rates and economic slowdown are expected to dominate 2022.
China remains a vital market over the long term
To invest in China, you have to be selective and be sustainable.
Diversified active management, a solution to the uncertainties of 2022
The path of economic growth is expected to differ across regions in 2022 against a backdrop of rising prices, which would require investors to exercise a great deal of flexibility.
Observations by a committed emissary
When Didier Saint-Georges decided to retire, he shared his personal testimonial to shed light from the inside on what fund management is about at Carmignac
Could we be on the brink of a major change in environment for financial markets?
Following the Covid-19 crisis, the environment in which investors have been operating for the past 10 years could change profoundly in the medium term.
An environment conducive to active savings management
The stock market in 2021 could be more complicated than expected, an environment where flexibility and active management is an advantage.
Annual meeting: our market views and strategic choices
Discover our macroeconomic vision and how it translates into key investment strategies.
Coronavirus: our approach on the subject
The crisis needs to be analyzed based on reliable data available, not on speculations about its future developments.
Market insights in the Financial Times
Brace for collision between lower growth and weaker central bank firepower