Carmignac enters private markets with launch of Article 8 PE strategy
The Carmignac Private Evergreen fund will be run as part of a strategic partnership with secondaries firm Clipway
Carmignac
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Carmignac launches Article 9 tech fund
To be managed by Kristofer Barrett
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French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘It’s possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Former Carmignac partner launches new investment consultancy
Nick White’s new firm aims to support boutique groups
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Kristofer Barrett takes over Carmignac global funds
The ex- Swedbank Robur manager will take on the Investissement and Patrimoine strategies from David Older
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FundCalibre awards Elite rating and two Elite Radar badges
FP Carmignac Emerging Markets fund awarded Elite rating
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Carmignac nabs Newton ESG head
Lloyd McAllister now leads Carmignac’s sustainable investment team
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Obe Ejikeme: ‘Anti-growth rotations are often short and value companies tend to come unstuck’
Investors in debt-laden companies with low growth prospects should also be worried, says the Carmignac fund manager
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Horrible 2022 sees China investors hit a fork in the road
Current valuations make long-term growth story appealing but could also signal its time investors cut their losses
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Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull
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Why the big tech rout is not over yet
But ‘there is a big difference between growth-at-any price tech and growth tech at a reasonable price’
