Jean Médecin, Member of the Investment Committee at Carmignac Gestion, speaks on Bloomberg Television’s “On The Move” program. He discusses what Carmignac Gestion sees as a biggest risk on the market right now and the outlook on China, Emerging markets, Europe and tech sector.
Keith Ney appointed sole portfolio manager of Carmignac Sécurité
Keith Ney is appointed today sole portfolio manager of the European bond Fund Carmignac Sécurité, a Fund he has co-managed with Carlos Galvis since January 22nd 2013.
Within the fixed-income team, headed by Rose Ouahba, Keith Ney will maintain his current responsibilities as Head of Credit; continuing to originate successful investment ideas for the Carmignac Gestion Group Funds range.
Keith Ney joined Carmignac Gestion 9 years ago and has worked as a global equity analyst and portfolio manager across the capital structure in equity and credit.
CNBC - More 'attractive' opportunities to invest in EM
Didier Saint Georges, member of the investment committee at Carmignac Gestion, says investors who are pulling money out of emerging markets are missing an "interesting and attractive" investment opportunity.
The main features of our investment strategy for 2014
The 20-year long US fixed income bull market ended with the Fed’s decision to start reducing their third Quantitative Easing program. The European economy crawled out of its recession, helped by the global manufacturing recovery and the efforts made over the past 3 years in the peripheral countries to become more competitive. Equally important was the first success of Shinzo Abe’s policies: the 20-year deflation trap in Japan is over. And finally still in the Northern Asian zone, the Chinese government has shown that they are serious about on delivering on structural reforms without sacrificing economic growth excessively.
Given such major shifts in large global economies what does 2014 have in store for markets?