Behind the Deals: Our Private Equity Experts Answer your Questions
One year after the launch of Carmignac Private Evergreen, our private equity experts answer the...
Perspectives
Lessons from 40 Years of Company Returns
US policy is pushing investors to look beyond the US, a reallocation that is set to include private assets. Global equity markets aren’t perfectly efficient. There are persistent pricing anomalies...
Latest Articles
Trump Takeaways: Where are we After Two More Weeks of Change?
It’s been quite the fortnight – plenty of developments on the tariffs side and plenty of insights from central bankers on what they are thinking...
Graph of the Week – Keeping an Eye on the Dollar
Although occasionally there has been speculation about the status of the US dollar as the world’s dominant currency, the reality is that the dollar is...
European Equities: Resilience Amid Global Trade Tariff Turmoil
Key takeaways US consumers and businesses are feeling the pressure from higher rates and tariffs, but core economic activity continues – data shows mixed...
Most Viewed
Four Factors that Could Drive Chinese Equity Markets
Despite geopolitical, trade, and economic uncertainties, China’s stock market has emerged as one of the...
US Small- and Mid-cap Equities: The De-escalation Trade
Investors may be experiencing whiplash from watching wild market swings as the tariffs saga evolves....
Atoms: Identifying Structural Long-Term Trends Driving Sustainable Investing
Atoms, bytes and genes represent our way of thinking about the evolution of the physical,...
Trending
European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?
U.S. policy uncertainty means Europe might now be going from...
Eastern Building Blocs: Seeking Opportunities in Bond Markets
As portfolio manager for the Carmignac Global Bond strategy, Abdelak...
View From The Top: Don’t Panic (Too Much)
View from the very top: There is a path out...
Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data
One indicator of demand in the US economy stood out...
More Articles
US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical order, upended the global trade regime, weakened...
US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical order, upended the global trade regime, weakened...
Healthcare Innovation is Revitalising the Sector
Despite healthy prospects and long-term drivers, healthcare stocks have been under the weather in recent years. Yet,...
Season 7, Post 16: On Robots, Races and Research
Your author has participated in many half marathons (and has a sub-1h30 PB) but has never raced...