Insights

The re-election of Donald Trump has given investors globally a wake-up call, and it is making EM great again.

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

Carmignac Patrimoine: When agility rhymes with performance.

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.