Carmignac Archivi - Bluerating.com

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Investimenti, stagione degli utili e pericolo recessione: la view di Carmignac

Asset allocation: ora più che mai l’importante è diversificare

Fondi e polizze

Carmignac rafforza il team di gestione con tre nuove nomine

Investimenti, big tech alla prova dell’earning season

Trimestrali

Investimenti, trimestrali: ecco i temi da monitorare in questa stagione

Fondi e polizze

Fondi, Carmignac potenzia il team di investimento

Cina

<img width="640" height="498" src="https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-768x598.jpg" class="img-fluid wp-post-image" alt="Cina" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-768x598.jpg 768w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-250x195.jpg 250w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-700x545.jpg 700w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-120x93.jpg 120w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-600x467.jpg 600w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1.jpg 1000w" sizes="(max-width: 640px) 100vw, 640px" />

Asset allocation, azionario Cina: la view di Carmignac

Mercati, trimestrali: è tempo di stock-picking

<img width="640" height="560" src="https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-768x672.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-768x672.jpg 768w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-250x219.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-700x613.jpg 700w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-120x105.jpg 120w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-600x525.jpg 600w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580.jpg 1474w" sizes="(max-width: 640px) 100vw, 640px" />

Fondi e polizze

Mercati, la lettera di Edouard Carmignac

Jackson Hole

Investimenti, Jackson Hole: cos’è cambiato da un anno fa

Fondi e polizze

Fondi, da Carmignac un nuovo azionario tematico

Consulenti, fate investire le donne

Cina

<img width="640" height="498" src="https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-768x598.jpg" class="img-fluid wp-post-image" alt="Cina" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-768x598.jpg 768w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-250x195.jpg 250w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-700x545.jpg 700w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-120x93.jpg 120w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1-600x467.jpg 600w, https://www.bluerating.com/wp-content/uploads/2014/01/cina-1.jpg 1000w" sizes="(max-width: 640px) 100vw, 640px" />

Asset allocation: ecco come interpretare il recupero dell’azionari cinese

Investimenti: l’outlook di Carmignac per la seconda parte dell’anno

Fondi e polizze

Fondi, nuova nomina in Carmignac

Fondi, Carmignac lancia il suo comparto fondo a scadenza

Fondi e polizze

Fondi, nuovo gestore per Carmignac

Asset allocation, settore tech: ecco cosa aspettarsi dalle trimestrali

Francia

Investimenti, l’impatto delle elezioni francesi secondo Carmignac

Older (Carmignac): “Azioni big tech interessanti”

<img width="640" height="560" src="https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-768x672.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-768x672.jpg 768w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-250x219.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-700x613.jpg 700w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-120x105.jpg 120w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580-600x525.jpg 600w, https://www.bluerating.com/wp-content/uploads/2022/01/21012_0234-Edouard-Carmignac-by_Antoine_Doyen_HD-scaled-e1643186459580.jpg 1474w" sizes="(max-width: 640px) 100vw, 640px" />

Carmignac: azioni growth (e di qualità) contro l’inflazione

<img width="512" height="512" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" data-sizes="(max-width: 512px) 100vw, 512px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="512" height="512" src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" sizes="(max-width: 512px) 100vw, 512px" />

Asset allocation, la view di Carmignac per i prossimi mesi

Carmignac: “Azioni di qualità per affrontare il 2022”

<img width="640" height="511" src="https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-768x613.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-768x613.jpg 768w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-250x200.jpg 250w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-700x559.jpg 700w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-120x96.jpg 120w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-600x479.jpg 600w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389.jpg 1295w" sizes="(max-width: 640px) 100vw, 640px" />

Fondi e polizze

Fondi, Carmignac annuncia il ritiro di Didier Saint-Georges

<img width="512" height="512" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" data-sizes="(max-width: 512px) 100vw, 512px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="512" height="512" src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" sizes="(max-width: 512px) 100vw, 512px" />

Asset allocation, consigli per il secondo semestre

dragone-cina

Fondi e polizze

Fondi, Carmignac lancia il China New Economy in Europa

Fondi e polizze

Asset allocation: tutta la spinta del tech

<img width="512" height="512" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" data-sizes="(max-width: 512px) 100vw, 512px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="512" height="512" src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" sizes="(max-width: 512px) 100vw, 512px" />

Mercati prossimi a un cambiamento di regime. La view di Carmignac

Fondi e polizze

TOP 10 Bluerating: Carmignac vince nei Diversificati Prudenti

<img width="640" height="511" src="https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-768x613.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-768x613.jpg 768w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-250x200.jpg 250w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-700x559.jpg 700w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-120x96.jpg 120w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389-600x479.jpg 600w, https://www.bluerating.com/wp-content/uploads/2021/02/Didier-Saint-Georges_Membro-del-Comitato-Strategico-di_Investimento_Carmignac_LR-1-scaled-e1614332490389.jpg 1295w" sizes="(max-width: 640px) 100vw, 640px" />

Mercati, ipotesi cambio di regime