carmignac

Trade war shows 'no signs of abating'

'Three cycles are colliding'

Four-part Big Question special

Started career at BNP Paribas

Focus on monetary policy not politics

Joined Carmignac in 2012

In his outlook for 2018, Didier Saint-Georges, managing director at Carmignac, explains why investors should invest in gold as most other assets have the potential to be highly correlated if and when a market correction happens.

Modified duration has played an important part in the Carmignac Portfolio Unconstrained Global Bond fund ever since it was launched, and over the past 18 months in particular.

Insight into the Carmignac Portfolio Unconstrained Global Bond strategy

Changes in markets have disrupted traditional investment models ever since the global financial crisis nearly a decade ago. Geopolitical events in particular have continued to test investors who want to outperform a benchmark.