Frédéric Leroux, Head of Cross Asset bei Carmignac: Erfordert die europäische Verschuldung eine Abkehr von der orthodoxen Geldpolitik?

Passive investing is booming. But Europe’s growing reliance on index strategies comes with consequences – for returns, corporate financing and ultimately the continent’s financial sovereignty, Maxime Carmignac, CEO of Carmignac UK, argues in her contribution for finews.first.

Die passive Vermögensverwaltung boomt. Doch der zunehmende Einsatz von Indexstrategien in Europa bleibt nicht ohne Folgen: Er belastet Renditen, die Finanzierung von Unternehmen und die allgemeine finanzielle Souveränität Europas, wie Maxime Carmignac, CEO Carmignac UK, in ihrem Beitrag für finews.first schreibt.

Energy prices have been the scourge of bond markets this year. Now investors worry that the next inflation spike will come from food.

Par Kevin Thozet, Carmignac Le secteur automobile européen est au pied du mur. Les valeurs du secteur ont reculé de plus de 20% en un semestre, tandis que Volkswagen a traversé ses principaux supports techniques et s'échange désormais sous ses plus b... [2118 chars]

Sur l’île de Porquerolles, la Fondation Carmignac propose une relecture originale du mouvement pop par-delà ses limites temporelles et géographiques.

Carmignac has opened a new regional office in Dubai International Financial Centre (DIFC), the leading global financial centre in the Middle East, Africa and South Asia region. This follows authorisation from the Dubai Financial Services Authority (DFSA) to conduct regulated activities from the Centre. The firm has also appointed Christophe Younes as senior executive officer of Carmignac Middle East Ltd and head of Middle East. The move marks an important milestone in Carmignac’s international expansion strategy and reinforces its long-term commitment to the region. DIFC offers a robust regulatory framework, internationally recognised legal standards and an efficient business environment, making it an attractive location for asset managers with a long-term strategic outlook, like Carmignac. Dubai’s increasing influence as a financial city, supported by the Dubai Economic Agenda (D33), further reinforces its appeal as a global hub. Based in Dubai, Christophe Younes will support the development of Carmignac's distribution across the UAE and the wider region, with a focus on strengthening relationships with institutional and wealth investors. Christophe will be supported by a seasoned board of directors including Habib Achkar. Christophe rejoined Carmignac earlier this year from PIMCO, where he was responsible for raising capital across the firm's public and private investment strategies in France and Monaco, working primarily with private banks and family offices. He previously spent 10 years at Carmignac, joining as a fixed income product specialist before moving into a sales role covering banking and institutional clients across France and Monaco. Fluent in English, French and Arabic, he graduated from Paris-Dauphine University with a Master’s degree in Finance and is a CFA charterholder. Habib Achkar spent more than 30 years at Morgan Stanley, where he held a number of senior positions, including head of the trading room in Paris, CEO of Morgan Stanley Saudi Arabia, CEO of Morgan Stanley MENA and, ultimately, vice chairman. He is the founder of Marcory Advisors Limited and joined Carmignac’s board of directors in 2024. Carmignac's investment capabilities span equities, fixed income, multi-asset, alternatives, and private assets. Its high-conviction approach makes it well placed to support the long-term interests of clients in the UAE and across the GCC seeking diversified portfolios through changing market conditions. The decision to establish a new office in the UAE reflects Carmignac's confidence in the country’s long-term growth prospects and its ambition to build lasting partnerships with local and regional investors across one of the world's fastest-growing wealth markets.  Rose Ouahba, group deputy CEO, board member of Carmignac Gestion Luxembourg and Carmignac Middle East, comments: “The launch of a dedicated Dubai office marks a major milestone in Carmignac’s international ambitions across growth markets. With deep experience serving private banks and institutional clients across Europe, we look forward to bringing our expertise to the UAE while learning from local and regional institutions.  I am pleased to welcome Christophe back to the team. His experience advising private wealth clients internationally makes him ideally suited to lead our expansion into this strategically important and rapidly evolving market. His humility, technical expertise and passion for this project have been a genuine source of inspiration as we embark on this new chapter.” Christophe Younes adds: “I am honoured to lead the opening of Carmignac’s Dubai office – our first on-the-ground presence in the Middle East and the foundation for long-term growth in the region. As one of the world’s most dynamic and advanced financial centres, underpinned by an ambitious economic agenda, DIFC offers agile, conviction-driven active asset managers like Carmignac unrivalled access to some of the world’s most sophisticated and discerning investors. We look forward to contributing meaningfully to the local investment ecosystem through our knowledge, experience and commitment to building lasting relationships.” Salmaan Jaffery, Chief Business Development Officer of DIFC Authority, said: “Dubai is home to the Middle East’s highest concentration of wealth, creating significant opportunities for DIFC-based asset managers such as Carmignac to build new relationships, develop innovative investment solutions and participate in the continued growth of one of the world’s most dynamic wealth markets. As the region’s leading global financial centre and largest wealth and asset management ecosystem, DIFC provides Carmignac with a platform to access sophisticated investors and build lasting partnerships across Dubai, UAE and wider region.”

Asset management firm Carmignac has opened a regional office in the Dubai International Financial Centre (DIFC) headed by former Pimco executive Christophe Younes.

Par Kevin Thozet, membre du comité d'investissement, Carmignac Le président de la Réserve fédérale, Kevin Warsh, ouvrira vendredi 28 août à 16h, heure de Paris, le symposium économique annuel de la Fed de Kansas City, à Jackson Hole. Alors que le tit... [5653 chars]

Par Kevin Thozet, membre du comité d’investissement- Carmignac Le président de la Réserve fédérale, Kevin Warsh, ouvrira vendredi 28 août à 16h, heure de Paris, le symposium économique annuel de la Fed de Kansas City, à Jackson Hole. Alors que le titre de son intervention reste inconnu, à l’image de sa préférence pour une communication peu prescriptive, les marchés restent dans l’attente de savoir comment il entend utiliser ce premier rendez-vous majeur en tant que président de la Fed.

Fondos de inversión flexibles para aspirar a un 5% cuando los bonos y la Bolsa hacen dudar

Fondos de inversión flexibles para aspirar a un 5% cuando los bonos y la Bolsa hacen dudar