Notizie

Inflazione al 5%, rendimenti a 10 anni allo 0% in Europa e all'1,6% negli USA: quali correzioni aspettarci.

Durante la conferenza digitale, il nostro Team di gestione ha condiviso la view di mercato e approfondito alcune delle nostre strategie di investimento chiave.

From the January short selling event to the various value/growth rotations, 2021 has turned out to be a challenging year for long/short managers

Joseph Mouawad, Fund Manager of Carmignac Portfolio EM Debt, presented his unique socially responsible investment approach to emerging market debt. His highly flexible, conviction-driven process allows the Fund to build an attractive risk-adjusted portfolio at any point in the cycle.