INSIGHTS

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

Following the Covid-19 crisis, the environment in which investors have been operating for the past 10 years could change profoundly in the medium term.

The stock market in 2021 could be more complicated than expected, an environment where flexibility and active management is an advantage.

The crisis needs to be analyzed based on reliable data available, not on speculations about its future developments.

Brace for collision between lower growth and weaker central bank firepower