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Tag: Markets and Economy

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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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View From The Top: Don’t Panic (Too Much)  

View from the very top: There is a path out...

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US-China Trade War: The Art of Failure

In just three months, President Trump buried the post-1945 geopolitical...

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ECB Update: Adapting to be agile

A few short weeks ago, expectations around the European Central...

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Navigating the New Multipolar Investment Landscape

The global investment environment is undergoing a profound transformation, marked...

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Market Narratives

Last month we noted that there had been a change...

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