This year Carmignac Gestion expects currencies to play a key role as volatility will continue to rock markets.

This is while the French group will also look to take advantage of opportunities in last year’s beaten down and maligned sectors.

In his firm’s final monthly commentary dated 31 December, Didier Saint-Georges, member of the firm’s investment committee, said as well as protecting portfolios from any major shocks it is important to tap potentially underestimated sources of returns.

‘In 2015 these could be located in the emerging world, which has had such a tough run over the last five years, more precisely in China where the opening up of its domestic market could rapidly provide new and diversified investment opportunities.’

Read the whole article at Citywire.


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