Carmignac Archives - Expert Investor

How much heed should investors pay to Chinese political risk?

‘The current skittish attitude towards China has driven down a lot of share prices’

‘Governments seem to focus more on reviving economies and people’s spirits, after a depressing spring’

Valuations reached all-time lows in 2020 on a price/book value basis

But, though growth prospects are encouraging, the country is not immune to the ever-present threat of inflation

As the pool of assets that appears to leave some margin for error is fast diminishing

Uneven vaccine roll-out behind differences in equity and fixed income market performance, says one strategist

Amundi and Columbia Threadneedle join Goldman Sachs AM among the group winners

But ‘its debut has been 50 shades of green rather than the holy grail that some had hoped for’

Carmignac and Columbia Threadneedle join Goldman Sachs AM among the group winners

Carmignac and Columbia Threadneedle join Goldman Sachs AM among the group winners