Industry Voice

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.

With 25 years’ experience dedicated to European stocks, Carmignac’s Head of European Equities Mark Denham has the expertise to pick out the companies with true long-term promise in Europe, avoiding those that don’t offer long-term reward for investors...

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.

BMO Global Asset Management