Insights

Obe Ejikeme, fund manager of Carmignac Portfolio Human Xperience, explains the importance of customer loyalty programs on his outlook and how it is incorporated into his investment process.

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

Our private equity experts answer the most frequently asked questions received from investors, who are keen to add this attractive asset class to their portfolios.

Combining uncorrelated assets to diversify portfolios allows investors to reduce their exposure to the risks inherent in certain assets and smooth out fluctuations in their portfolio.