La Rentrée Carmignac 2022

18 out. 2022
1.5 horas
Idioma do orador

We are pleased to share with you our macroeconomic views and investment strategies.

We invite you to watch the recording of our conference "La Rentrée Carmignac" to discover our convictions. You can also download the dedicated presentation and key messages.

Marketing communication. Please refer to the KIID/prospectus of the fund before making any final investment decisions.

Introduction & our macroeconomic scenario

  • Raphaël Gallardo, Chief Economist

  • Kevin Thozet, Member of the Investment Committee

Our investment strategy

Analysis of the performance of our Funds

Investment strategy for the coming months and implementation in Carmignac Patrimoine

  • Frédéric Leroux, Head of Cross Asset & Fund Manager

  • Rose Ouahba, Head of Fixed Income & Fund Manager

  • David Older, Head of Equities & Fund Manager

Roundtable with our experts

  • Marie-Anne Allier, Fund Manager

  • Pierre Verlé, Head of Credit, Fund Manager

  • Abdelak Adjriou, Fund Manager

Conversation with Edouard & Maxime Carmignac