Kevin Thozet

Portfolio Advisor, Member of the Investment Committee

18 years’ experience | Joined Carmignac in 2019

Biography

Kevin Thozet is a Member of the Investment Committee. Kevin joined Carmignac in 2019. After starting his career at Axa Investment Managers, he joined Edmond de Rothschild Asset Management in 2011 where he was notably Product Specialist covering Asset Allocation & Sovereign debt portfolios and then Head of Product Specialists. Kevin holds a Master’s degree in management from Paris Dauphine University as well as Master’s degree in bilingual journalism from the Paris Sorbonne University.

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Are the “Magnificent Seven” trees causing us to miss the forest of global equities?

The main stock-market indices are soaring to record highs despite the uncertain economic climate. Yet beyond the risk of euphoria, the fundamentals remain solid – and some regions could deliver favourable surprises.

Are the “Magnificent Seven” trees causing us to miss the forest of global equities?

Currency movements: The top and bottom of it

Given the shifts seen in 2025 to date, what are the effects of currency movements and foreign exchange (FX) hedging on company top and bottom lines?

Currency movements: The top and bottom of it

Given the shifts seen in 2025 to date, what are the effects of currency movements and foreign exchange (FX) hedging on company top and bottom lines?

Carmignac - Outlook for the second semester of 2025

From ‘America first’ to global financial anarchy.

Carmignac - Outlook for the second semester of 2025

From ‘America first’ to global financial anarchy.

The German tiger reawakens, ushering in a new financial and economic era

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

The German tiger reawakens, ushering in a new financial and economic era

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

COVID-19 – Five years on

On 11 March 2020, the World Health Organisation declared Covid-19 a global pandemic. Five years on, three Carmignac experts look at the legacy for economies, financial markets and sustainable investing.

COVID-19 – Five years on

Artificial Intelligence in transition

Two years after the explosion of mainstream Artificial Intelligence (AI), new players are redefining the possibilities and market narratives.

Artificial Intelligence in transition

Two years after the explosion of mainstream Artificial Intelligence (AI), new players are redefining the possibilities and market narratives.