Insights and Resources

What do biotech, digitisation and renewable energy all have in common?

They are all themes that Carmignac's Mark Denham sees as opportunities for 2023 and beyond. In this latest episode of Behind the Screens, Jock Glover is joined by Mark, Head of European Equities and Fund Manager of the Responsible A Rated FP Carmignac European Leaders fund, who argues the case for Europe, sharing some of the world leading businesses the continent has to offer over the long-term and why the macro environment doesn't keep him up at night.

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This podcast was recorded on Thursday 9th March 2023.This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.