On 11 March 2020, the World Health Organisation declared Covid-19 a global pandemic. Five years on, three Carmignac experts look at the legacy for economies, financial markets and sustainable investing.
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
April 2025
What an upheaval! Donald Trump, re-elected on promises of stronger growth, lower inflation through investment inducements, reduced regulation and the paring back of public spending, is now declaring an all-out trade war.
Combining uncorrelated assets to diversify portfolios allows investors to reduce their exposure to the risks inherent in certain assets and smooth out fluctuations in their portfolio.
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