Carmignac's Note

Uncertainty is particularly high at turning points and ebbs as a trend emerges.

By Frédéric Leroux

Diversification should be among the guiding principles for investors in 2023

Many countries in the developed world are experiencing a shortage of workers even though economic growth is expected to be low or even negative.

A convergence of structural and sociological factors means we’re entering a period of enduring inflation, similar to the 1970s.

Europe’s economy has outshone that of the United States in the past few weeks

December was emblematic of a trend that occurred throughout the year: namely, a correlated, downwards slide in both stocks and bonds

As 2022 draws to a close and 2023 begins, we’d like to share with you our investment outlook for the coming year.

Investors were comforted by the fact that inflation appears to have peaked, providing greater clarity on the future trajectory of monetary policy