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
Carmignac
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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’
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Paris Jordan unveils ethical investing network for fund buyers
Virtuvest is the brainchild of former Sanlam analyst and Carmignac’s Sophia Sednaoui
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Carmignac boosts UK Oeic range with global equity fund
Mark Denham and Obe Ejikeme-managed fund targets companies that reinvest for future growth
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Mark Denham: ‘Don’t forget Europe has amazing businesses like LVMH’
Carmignac’s European Leaders manager is trying to limit screen time as markets reel from Covid-19
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Carmignac nabs from Schroders for Oeics expansion
French fund house welcomes sales duo with history of working with UK intermediaries
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Carmignac boss: ‘We need more discipline’
French group hopes to turn it around after a long period of underperformance
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Carmignac unveils unconstrained credit fund
Fund carries a fee of 10% of benchmark outperformance
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Echoes of 2015 in current China slump
Beijing lowered its growth targets last week as exports recorded their sharpest year-on-year decline in three years
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Carmignac refutes tax fraud claims
French financial authorities investigate the firm for tax fraud and money laundering