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Carmignac's note

The rebound in oil prices from USD 26 to USD 40 a barrel, along with a renewed accommodative stance from the main central banks, drove an equity market revival since 11 February, on a similar scale to that seen in October 2015.



Michael Hulme, Head of Commodity equities, tells Emma Wall why the oil price rally is here to stay and why we could even be surprised over the coming 12-18months.

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