The US Federal Reserve left interest rates on hold in its meeting on 28 January 2026 at 3.50%-3.75%, with perhaps a less hawkish stance than expected. No one expected any movement in interest rates and the market participants were far more interested in the tone of the meeting, how Chair Jerome Powell would respond to […]
This month’s UKEI Bulletin highlights a strengthening domestic outlook, with firmer retail sales, improving PMIs, rising consumer confidence, and a...
In this insight, we outline what quantum computing is – before examining its most promising applications, expected commercialisation timelines, key...
This commentary covers the key takeaways for the listed commodities. Click the (x) next to the sectors to see the...
Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of FP Carmignac Emerging Markets, highlights...
How to assess our approach to technology sector equities since the launch of Carmignac Portfolio Tech Solutions? 2024 was a...
The world’s need for more power presents significant growth opportunities...
As we reach the midpoint of 2025, the change we’ve...
This mini-series of short articles shines a light on often...
Marketing Communication. Capital at Risk. For Professional Investors Only. ...
How will policy uncertainty and macro headwinds shape opportunities in fixed income? As we approach the mid-point of 2025, volatility...
We launched Carmignac Private Evergreen one year ago, driven by our strong conviction in the potential of private equity to deliver attractive...
Key Takeaways Oil prices are down so far in 2025, the result of oversupply and forecasts of lower demand from...
Professor Vaclav Smil cautions about the hyperbolic claims being made for new headline-grabbing technologies. The early 21st century is obsessed...
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