Tag: Markets and Economy
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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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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‘Mar-a-Lago Accord’ Explained: A New Era for the Dollar?
There has been much focus on whether Trump could force...
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