French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘Possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
Carmignac
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge among China and Greater China portfolios
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Former Carmignac partner launches new investment consultancy
Nick White’s new firm aims to support boutique groups, writes Tom Aylott
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Kristofer Barrett takes over Carmignac global funds
The ex- Swedbank Robur manager will take on the Investissement and Patrimoine strategies from David Older, reports Tom Aylott
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Carmignac shakes up its fund management team
With BNP Paribas Asset Management alum joining the cross-asset team
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Carmignac hires fund manger duo from Candriam
As it unveils plans to launch two merger arbitrage strategies
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Okay 2022 – what have you got in store?
Europe is facing a considerable conundrum
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Sharp uptick in social bonds a blip or a trend?
They can be effective tools in promoting gender equality
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Can grassroot ESG movements do more than COP26?
Watered down deal is not the sustainability silver bullet
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How much heed should investors pay to Chinese political risk?
‘The current skittish attitude towards China has driven down a lot of share prices’
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Equities set for golden Olympic summer
‘Governments seem to focus more on reviving economies and people’s spirits, after a depressing spring’
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How to separate the banking wheat from the chaff
Valuations reached all-time lows in 2020 on a price/book value basis