At Carmignac, we strive to find attractive long-term investment opportunities and deliver them to our investors; and we believe that it takes more than just financials to meet this objective. For us, socially responsible investing (SRI) is ingrained in...
At the recent Jupiter Investment Conference held at Claridge’s Hotel, London, Jason Pidcock, Head of Strategy, Asian Income, discussed why his focus on some of the largest, most liquid companies in the Asia Pacific region can offer great growth potential,...
Advisers and investors may ask themselves whether there are good reasons to consider Europe for investing. Carmignac’s Head of European Equities and Fund Manager Mark Denham argues that if you know where to look, there is much to be optimistic about....
The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.