Tag: Markets and Economy

...
2025 Midyear Investment Outlook

As we reach the midpoint of 2025, the change we’ve...

View
...
What Uncertainty?

Last month we asked the question ‘is this time different’...

View
...
Meet the 899-Ton Elephant in U.S. Tax Reform

Key Takeaways   A proposed new U.S. tax rule may...

View
...
Trump 2.0: Make Emerging Markets Great Again

Initial fears of the impact of US trade policy on...

View
...
Nordea Launches New Empower Europe Fund

Nordea Asset Management introduces a new fund for private and...

View
...
Midyear Fixed-Income Outlook: Strategic Scenarios for Bond Investors

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

View
...
A Promising Start for our Private Market Evergreen Strategy

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

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

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

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

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

View
...
Eastern Building Blocs: Seeking Opportunities in Bond Markets

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

View

Disclaimer: Professional Investors Only

 

This website is intended exclusively for professional investors as defined under applicable laws and regulations. It is not designed for retail investors or members of the general public.

 

By accessing this site, you acknowledge and agree to the following terms:

 

The content provided is strictly for informational purposes and does not constitute financial, investment, legal, or tax advice.


Any investment decisions based on the information contained herein are made at your own discretion and risk.

 

The operators of this website are not responsible for any losses or damages resulting from reliance on the provided information.


If you do not qualify as a professional investor, please refrain from accessing this website and exit immediately.