Carmignac Gestion

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Managers give their verdict

FE names 56 new Alpha Managers

Runs emerging market funds

Didier Saint-Georges, managing director of Carmignac, speaks to editor Katrina Lloyd about why the rebalancing of the policy mix towards fiscal stimulus will be a big theme for investors over the next six months.

Concerned about rise of populism

A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.

Herd mentality in markets

Eighth anniversary of collapse of Lehman Brothers

Investors are notoriously uneasy when it comes to managing the risk that an impending political event presents to their savings. The recent market correction following the Brexit referendum offers a striking illustration of the danger in binary wagers,...