Our event La Rentrée took place on Thursday, 21st of September and we would like to take the opportunity to share some content with you that you may find valuable: the slides presented by our Management Team, as well as the key messages.
We also invite you to watch the recording of the conference to listen to our macroeconomic views, investment strategies and convictions.
Performance review & Outlook
- Maxime Carmignac, Managing Director Carmignac UK
- Kevin Thozet, Portfolio Advisor & Member of the Investment Committee
Our macroeconomic scenario
- Raphaël Gallardo, Chief Economist
- Frédéric Leroux, Head of Cross Asset, Fund manager
Our investment strategy
- Jacques Hirsch, Fund Manager
- Guillaume Rigeade, co-Head of Fixed Income, Fund manager
- David Older, Head of Equities, Fund manager
Roundtable "Invest beyond the wall of worry"
- Marie-Anne Allier, Fund Manager
- Pierre Verlé, Head of Credit and co-Head of Fixed Income, Fund manager
- Mark Denham, Head of European Equities, Fund Manager
Conversation with Édouard Carmignac
Édouard Carmignac, Chairman, CIO
Marketing communication. Please refer to the KID/KIID, prospectus of the fund before making any final investment decisions. This document is intended for professional clients.
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