The wind is picking up
Once again the consensus was misleading: the Donald Trump risk did materialise on 8 November.
Pillar Three: Carmignac Portfolio Patrimoine, the cornerstone
Discover how our ability to manage market risks effectively has become a cornerstone of Carmignac’s investment philosophy.
Carmignac Portfolio Patrimoine: What now after Trump’s election?
Monetary policy can only do so much...
Didier Saint-Georges on Investment Week
Didier Saint-Georges is interviewed by editor Katrina Lloyd on the rebalancing of the policy mix towards fiscal stimulus as well as the market impact of the main political events: US elections, Italian referendum & the after Brexit vote.
The year is not over until it’s over
Watch the replay of our web conference with Didier Saint-Georges, Managing Director, Member of the Investment Committee.
Pillar two: Carmignac Portfolio Patrimoine, the building blocks
Building a diversified strategy through long term performance drivers
Vigil of arms
We believe it makes sense to tactically raise our level of caution as regards market risk.
Pillar one: Carmignac Portfolio Patrimoine, the foundations
The key to success of the Patrimoine strategy is a strong foundation
Carmignac Portfolio Capital Cube
Watch the replay of our web conference on Carmignac Portfolio Capital Cube.