La Rentrée Carmignac 2022
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
Oradores
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Frédéric Leroux
Fund Manager
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David Older
Fund Manager and Director of Carmignac UK Ltd.
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Pierre Verlé
Fund Manager
