Europe is undergoing profound change and fast changing dynamics on the Old Continent suggest a new era of economic expansion is upon us and the opportunities it presents are significant.
Abdelak Adjriou, Fund manager of FP Carmignac Global Bond, explains us the opportunities he is seeing in Poland, Hungary and Romania, despite the ongoing war in Ukraine.
Raphael Gallardo explains why Donald Trump may have badly misjudged his own bargaining power in his trade war with China and the potentially painful consequences for the American economy.
Find out our views and positioning on the Fund for the fourth quarter of 2024 ➤ Quarterly report Carmignac
Find out our views and positioning on the Fund for the second quarter of 2023 ➤ Quarterly report Carmignac
We look at the respective periods of outperformance of US and German equities and what we can expect going forward.
Find out our views and positioning on the Fund for the first quarter of 2025 ➤ Quarterly report Carmignac
The Annual General Meeting season is a useful indicator of the state of play between corporates and investors. 2025 will mark the shift from post-covid sustainability-related grand statements close...
By institutionalizing uncertainty and instability, Trump is forcing the Rest of the World to focus on its own strengths and sovereignty
Copyright © 2025 Markets Recon. All Rights Reserved.
