'Luck can artificially boost returns'
Last of five interviews in new series with RLAM’s head of multi-asset
In the second of a three-part series, Didier Saint-Georges, managing director and member of the investment committee at Carmignac, takes a closer look at why volatility does not mean a red flag and the dangers of 'Turkey Syndrome'
Beware the latter-day alchemists
Funds relying on top ten holdings
Defence spending has hit the headlines in recent months, particularly following the surprise election victory of US President Donald Trump.
Still important to hold government bonds
More risks in UK than Europe
Second of five interviews in a new series with RLAM's head of multi-asset