Carmignac Says Equity Market Could Unwind on Macro Risks
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Carmignac Says Equity Market Could Unwind on Macro Risks

April 24, 2026
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Obe Ejikeme, global equities fund manager at Carmignac, discusses cyclicals and the sentiment-driven rally of the past few months. If you get this big disconnect between what the market is doing, or what the underlying potential macro risks are, then I think the chance of seeing an equity market unwind, or at least a reversal of some of these riskier trades, is quite high, he tells Bloomberg Television.

Carmignac Says Equity Market Could Unwind on Macro Risks

(Source: Bloomberg)

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Bloomberg

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