As Fed officials remain in a wait-and-see mode, active bond managers are pursuing opportunities in today’s challenging backdrop. Key Takeaways The Fed remains on hold, a position we believe may continue if inflation and real yields don’t deviate much from current levels. Fed Board Chair Kevin Warsh provided no forecast in the central bank’s monetary […]
Sustainable investing has become more closely tied to resilience and pragmatic decision-making. We are publishing a short series of Q&A...
The US Federal Reserve left interest rates on hold in its meeting on 28 January 2026 at 3.50%-3.75%, with perhaps...
This month’s UKEI Bulletin highlights a strengthening domestic outlook, with firmer retail sales, improving PMIs, rising consumer confidence, and a...
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 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. In late March, the American Society of Civil Engineers (ASCE)...
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...
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