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Tag: Markets and Economy

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2025 Midyear Investment Outlook

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

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What Uncertainty?

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

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

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

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Trump 2.0: Make Emerging Markets Great Again

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

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Nordea Launches New Empower Europe Fund

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

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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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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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