News

Pierre Verlé, Head of credit and Alexandre Deneuville, managers of Carmignac Portfolio Credit, presented Carmignac's unique approach to credit markets and how to generate performance as the environment on inflation, rates and geopolitical risks have dramatically evolved.

Join our Fixed Income Fund Managers, who will provide their assessment of the situation, what they have done in this context, and their views going forward.

2021 proved to be a very difficult year, marked by less accommodative policies in the US and the massive underperformance of Chinese markets

2021 turned out to be a challenging year for long/short managers

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.

After a year 2021 in which Carmignac Portfolio Sécurité was able to successfully navigate a challenging environment, Marie-Anne provides an update on the strategy in the current market context and where she finds opportunities.