News, Comment & Analysis results for Carmignac
Spotlight On New Geopolitical Environment, Asset Allocation – Wellington Management
At a London media event this week, experts at Boston-headquartered Wellington Management, a large
US Investment In Chinese Equities Climbs; Asian Investment In US Equities Down In 2025
After emerging markets outperformed developed ones in 2025, William Bratton at BNP Paribas shares
Chinese, US Consumers Crucial To Luxury Goods Sector In 2026 – German Investment Bank
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026
EXCLUSIVE: Oakglen Wealth Explains European Overweight, US Equity Underweight
The firm explains industry trends such as defense, tech, healthcare and renewables, and explains
UK Wealth Manager Prefers US, Asian, UK Equities; Not Keen On Europe
UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously
European Investment House Favors European Small Caps, US Healthcare In 2026
Edmond de Rothschild Asset Management presented its investment outlook for 2026 at a media event
Allspring Favors US Small-Mid Caps, Emerging Markets In 2026
US-headquartered asset manager Allspring released its 2026 outlook this week, sharing its insights
European Wealth Manager Opts For US, Emerging Market Equities; Likes Gold
Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation
Blend Of High-Growth Tech, Defensives Makes Sense For 2026
A common theme appears to be a need for diversification across sectors.
European Banking Group Keeps Faith In US Stocks; Also Likes Emerging Markets
ABN AMRO Investment Solutions’ shared its macro-outlook for 2026 at a London media event this