Carmignac Gestion
Tracked across 2 events · 18 articles · First seen Jun 05, 2026 · Last active Jun 11, 2026
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International
World markets are currently in a state of tumult, balancing the optimism surrounding an AI boom with the significant risks posed by oil shocks stemming from the United States-Iran conflict and potential interest rate hikes.…
Impact: Carmignac Gestion, through Kevin Thozet, is increasing holdings of U.S. inflation-linked debt, anticipating rising energy prices due to data center construction and complacent market forecasts.
Jun 10, 2026 · 6 articles
Business
The financial markets are currently experiencing an unprecedented surge in investment in artificial intelligence, with companies like SpaceX planning record-breaking IPOs and others such as Alphabet Inc. committing billions to AI infrastructure. This 'AI fever'…
Impact: Carmignac Gestion's chief economist, Raphael Gallardo, provides analysis on the unprecedented levels of AI investment and its impact on US GDP growth.
Jun 05, 2026 · 12 articles
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Carmignac Gestion increased holdingsGlobal Markets Face AI...
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