• Fixed Income views: Balancing caution and opportunities

    Chapter 4 – Proof of the Philosophy…is in the Performance

  • la Lettre d'Edouard Carmignac July 2016.

    Edouard Carmignac writes on current economic, political and social issues each quarter.


  • What is risk management?

    Didier Saint-Georges's monthly note on the economy and markets.

  • Management Report – Q2 2016.

    Discover our economic analysis and investment strategy.

  • Risk can help your investments fly.

    Or it can cut them down.
    To master it you must embrace this duality.

Flash Note

The environment seems to be relatively favorable in the short term but, one cannot ignore the political risks that are adding to the volatility that markets are facing.


Flash Note

Fixed Income Views:

Balancing Caution and Opportunities


Flash Note

Central banks activism should in the short term keep supporting equity markets, but there is still ample potential for economic or political situations to go awry.


Quarterly report


The UK’s vote to leave the EU boosted the activism of the central banks, which are keen to stave off any slowdown risks and liquidity accidents.

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