Carmignac

Annual Meeting 2023

Datum
19 jan. 2023
Duur
1.5 uur
Taal
Engels
Deel

We are pleased to share with you our macroeconomic scenario, our long-term views and our investment strategies and invite you to watch the recording of our Annual Meeting to discover our experts' convictions. You can also download the dedicated presentation and key messages.

Introduction

  • Kevin Thozet, Member of the Investment Committee

Our macroeconomic scenario & our long term framework

  • Raphaël Gallardo, Chief Economist

  • Frédéric Leroux, Head of Cross Asset, Fund Manager

Our investment strategy

  • Rose Ouahba, Head of Fixed Income, Fund Manager

  • David Older, Head of Equities, Fund Manager

  • Pierre Verlé, Head of Credit, Fund Manager

  • Abdelak Adjriou, Fund Manager, Global Fixed Income

  • Jean-François Louvrier, Fund Manager, Global Long-Short Equities

  • Michel Wiskirski, Fund Manager, Commodity Equities

  • Haiyan Li-Labbé, Fund Manager, Chinese Equities

Conversation with Edouard & Maxime Carmignac

Spreker(s)