INSIGHTS

From ‘America first’ to global financial anarchy.

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.

Raphael Gallardo explains why Donald Trump may have badly misjudged his own bargaining power in his trade war with China and the potentially painful consequences for the American economy.

On 11 March 2020, the World Health Organisation declared Covid-19 a global pandemic. Five years on, three Carmignac experts look at the legacy for economies, financial markets and sustainable investing.

The co-manager of Carmignac Sécurité shares her latest market views in an interview with RankiaPro.

Raphael Gallardo sets out our economic perspectives for H1 and Kevin Thozet describes our investment strategy in this environment.

Raphaël Gallardo, Kevin Thozet, and Lloyd McAllister look ahead to the potential impact of the US election result on the economy, markets, asset allocation and sustainable investments.