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Author: DDQInvest

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Midyear Fixed-Income Outlook: Strategic Scenarios for Bond Investors

How will policy uncertainty and macro headwinds shape opportunities in...

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A Promising Start for our Private Market Evergreen Strategy

We launched Carmignac Private Evergreen one year ago, driven by our strong...

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Dividend Yield Vs Total Return: What Matters More for Long-Term Investors?

We consider the distinction between dividend yield and total return,...

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Our Contrarian View on Energy: We See Opportunities Despite Falling Oil Prices

Key Takeaways Oil prices are down so far in 2025,...

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EM Local Currency Bonds Shine as U.S. Dollar and Rates Wobble

EM local bonds are outperforming in 2025, offering high yield,...

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In Credit Weekly Snapshot – June 2025

‘Take it to the limit’ … Markets at a glance...

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European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?

U.S. policy uncertainty means Europe might now be going from...

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Eastern Building Blocs: Seeking Opportunities in Bond Markets

As portfolio manager for the Carmignac Global Bond strategy, Abdelak...

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View From The Top: Don’t Panic (Too Much)  

View from the very top: There is a path out...

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Four Scenarios for Uncertain Markets

There are no facts about the future — this much...

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