Carmignac's Note

Market hopes were dashed from mid-August onwards after the release of UK inflation data.

How we’ve adapted our investment strategy following an eventful month for markets.

Financial markets are being influenced primarily by macroeconomic factors, and only to a lesser extent by company fundamentals.

Beijing now seems determined to ease policies on several fronts in a effort to reboot China’s economy

Financial markets are being influenced primarily by macroeconomic factors, and only to a lesser extent by company fundamentals.

The strong inflationary pressure impacting the global economy is manifesting itself differently in the US and Europe.

Should we expect inflation to swiftly and lastingly return to where it was before the pandemic? Probably not.

Financial markets are being influenced primarily by macroeconomic factors, and only to a lesser extent by company fundamentals.

What are the economic and financial consequences of the war in Ukraine for investors?