Carmignac

Carmignac Annual Meeting 2022

Date
20 Jan 2022
Duration
1.5 hours

Presentation

Presentation

Language(s)
English
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It is essential for us to keep the proximity with our clients and to continuously share our investment decisions and above all our vision going forward. We have just concluded our international digital event, Carmignac Annual Meeting 2022.

Programme

Behaviour of our funds

  • Kevin Thozet, Portfolio Advisor and Member of the Investment Committee

Our Market Views

  • Raphael Gallardo, Chief Economist
  • Frédéric Leroux, Head of Cross Asset and Fund Manager

Our Strategic Choices

  • Rose Ouahba, Head of Fixed Income and Fund Manager
  • David Older, Head of Equities and Fund Manager
  • Keith Ney, Fund Manager​

Roundtable "Avoiding herd instinct: our high conviction contrarian investments for 2022"<

  • Xavier Hovasse, Head of Emerging Equities and Fund Manager
  • Pierre Verlé, Head of Credit and Fund Manager
  • Joseph Mouawad, Fund Manager

Conversation with Maxime & Edouard Carmignac

Speaker(s)