Nos flux RSS news et analyses
Every quarter, Didier Saint Georges commentary on the economy, markets, investment strategies and macroeconomic research.
Replay our quarterly meeting
Dear Shareholder, The members of the Board of Directors (the "Board") of CARMIGNAC PORTFOLIO, a société d’investissement à capital variable ...
H1 2014 burdened by disappointment over US growth. Over the first half of the year, the equity component suffered from its positioning based on stronger growth in the US.
With the hiring of Obe Ejikeme, Carmignac Group further strengthens the expertise of its fund management team
The French Ministry of Finance has announced that Carmignac and BNP Paribas IP are the only two companies in France, and in the eurozone, to have been granted a RQFII licence (Renminbi Qualified Foreign Institutional Investor).
After suffering the global macro growth headwinds and production over-capacity in recent years, the commodity industry has developed rather heterogeneously of late
Why invest in a small and mid-caps fund? Small and mid-caps offer a sizeable investment universe compared to larger companies.
Following weak 1st quarter GDP numbers in the US, macro-economic indicators seem to point towards an improvement in the economic outlook combined with higher inflation.