Kevin Thozet

18 years’ experience | Joined Carmignac in 2019

Biography

Funds

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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.

2024 Recap: 10 facts that tell a story

A year in review

2024 Recap: 10 facts that tell a story

A year in review