INSIGHTS

2023 will be a year of global recession, but investment opportunities will arise from the continued desynchronization between the three largest economic blocs

The Russo-Ukrainian conflict induces a stagflation risk for the global economy

Inflationary pressures, rising interest rates and economic slowdown are expected to dominate 2022.

To invest in China, you have to be selective and be sustainable.

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.

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