2023 Outlook: seizing opportunities amidst a wall of worries
2023 will be a year of global recession, but investment opportunities will arise from the continued desynchronization between the three largest economic blocs
Russia-Ukraine crisis: what are the impacts?
The Russo-Ukrainian conflict induces a stagflation risk for the global economy
Inflation will remain central to investment strategies in 2022
Inflationary pressures, rising interest rates and economic slowdown are expected to dominate 2022.
China remains a vital market over the long term
To invest in China, you have to be selective and be sustainable.
Diversified active management, a solution to the uncertainties of 2022
The path of economic growth is expected to differ across regions in 2022 against a backdrop of rising prices, which would require investors to exercise a great deal of flexibility.
Observations by a committed emissary
When Didier Saint-Georges decided to retire, he shared his personal testimonial to shed light from the inside on what fund management is about at Carmignac