A prolonged recession would challenge the management of markets by central banks.
Angesichts der jüngsten Situation ist es für uns wichtig, Sie in diesem schwierigen und volatilen Marktumfeld über unseren Investitionsansatz auf dem Laufenden zu halten.
This crisis will increase the polarization of performance between the “digital economy”, and the traditional economy.
Von Didier Saint-Georges, Mitglied des strategischen Investmentkomitees bei Carmignac.
The medium term outlook rests on the continuation of the very fragile equilibrium sponsored by policy makers.
Framework to understand the current markets dynamic: The first shock of a quasi-stop in global economic activity, which was all the more violent that it exposed economies and a global financial system which had gone very fragile through financial leverage after 10 years of subsidized cost of debt.
For all the noise that surely is going to be quite negative about China, we would not be surprised to see China come out stronger from this whole period.
Carmignac gibt die Ernennung von Gautier Ripert zum Chief Operating Officer bekannt. In seiner Funktion wird Gautier Ripert die Aufsicht über das Betriebsmodell, die Daten und die IT-Lösungen von Carmignac sowie die Abteilungen Middle-Office und Technologie wahrnehmen.
Taking stock of the situation now is naturally interesting because we just turned the first quarter of the year. In terms of markets, here is how one can summarize how we see things: Markets have gone through a huge shock, now they are entering a phase of hope mixed with fears, and at one point a phase 3 will start with a new market regime.
