Frédéric Leroux

Head of Cross Asset, Fund Manager

33 years’ experience | Joined Carmignac in 2003

Biography

Frédéric Leroux is Head of the Cross Asset team and a Fund Manager at Carmignac. Frédéric joined Carmignac in 1995 as a Fund Manager. Then, he founded a FCIMT (Managed Futures Funds) and worked consecutively for BNP Paribas Equities and HSBC CCF as a Securities adviser on equity market derivatives strategies. He returned to Carmignac in 2003 to become a Global Fund Manager, Head of Cross Asset, covering macroeconomic research and hedging. Frédéric graduated from the Institut d’Economie Scientifique et de Gestion (IESEG), Lille, France.

Funds

Carmignac Investissement Latitude

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Is the shrinking workforce a temporary or structural phenomenon?

Many countries in the developed world are experiencing a shortage of workers even though economic growth is expected to be low or even negative.

Is the shrinking workforce a temporary or structural phenomenon?

Many countries in the developed world are experiencing a shortage of workers even though economic growth is expected to be low or even negative.

When it comes to inflation, investors shouldn't be complacent

Inflation is not likely to return to, and stay at, 2.5%

When it comes to inflation, investors shouldn't be complacent

Inflation is not likely to return to, and stay at, 2.5%

When it comes to inflation, investors shouldn't be complacent

A convergence of structural and sociological factors means we’re entering a period of enduring inflation, similar to the 1970s.

When it comes to inflation, investors shouldn't be complacent

A convergence of structural and sociological factors means we’re entering a period of enduring inflation, similar to the 1970s.

With a vibrant economy and markets, is Europe now taking revenge?

Europe’s economy has outshone that of the United States in the past few weeks

With a vibrant economy and markets, is Europe now taking revenge?

Europe’s economy has outshone that of the United States in the past few weeks

New investment themes for a new economic landscape

As 2022 draws to a close and 2023 begins, we’d like to share with you our investment outlook for the coming year.

New investment themes for a new economic landscape

As 2022 draws to a close and 2023 begins, we’d like to share with you our investment outlook for the coming year.

New investment themes for a new economic landscape

The new economic landscape stands to create investment opportunities in manufacturing, Japanese stocks, and emerging-market debt.

New investment themes for a new economic landscape

The new economic landscape stands to create investment opportunities in manufacturing, Japanese stocks, and emerging-market debt.

A new world order, inflation, and market opportunities

The days of cheap financing for the US are drawing to a close, and with them the Pax Americana that had reigned over the globe since 1945

A new world order, inflation, and market opportunities

The days of cheap financing for the US are drawing to a close, and with them the Pax Americana that had reigned over the globe since 1945

A new world order, inflation, and market opportunities

The days of cheap financing for the US are drawing to a close, and with them the Pax Americana that had reigned over the globe since 1945

A new world order, inflation, and market opportunities

The days of cheap financing for the US are drawing to a close, and with them the Pax Americana that had reigned over the globe since 1945

US disinflation is on its way, but more patience is needed

The US Federal Reserve is starting to see the effects of its aggressive moves to counter inflation, which included swift hikes in the fed funds rate.

US disinflation is on its way, but more patience is needed

The US Federal Reserve is starting to see the effects of its aggressive moves to counter inflation, which included swift hikes in the fed funds rate.

The great return of the interest rate

The return of inflation has changed the bond-market landscape and is creating fertile ground for active investment approaches.

The great return of the interest rate

The return of inflation has changed the bond-market landscape and is creating fertile ground for active investment approaches.

We have to get used to inflation

Because an extended period of high inflation is a very real prospect, we have structured our diversified investment portfolios so as to be in phase with the business cycle.

We have to get used to inflation

Because an extended period of high inflation is a very real prospect, we have structured our diversified investment portfolios so as to be in phase with the business cycle.

We have to get used to inflation

Frédéric Leroux explains the reasons for the disturbance caused by the return of inflation and its consequences for investment

We have to get used to inflation

Frédéric Leroux explains the reasons for the disturbance caused by the return of inflation and its consequences for investment

Related Article

Is the shrinking workforce a temporary or structural phenomenon?

Is the shrinking workforce a temporary or structural phenomenon?

When it comes to inflation, investors shouldn't be complacent

When it comes to inflation, investors shouldn't be complacent

When it comes to inflation, investors shouldn't be complacent

When it comes to inflation, investors shouldn't be complacent

With a vibrant economy and markets, is Europe now taking revenge?

With a vibrant economy and markets, is Europe now taking revenge?

New investment themes for a new economic landscape

New investment themes for a new economic landscape

New investment themes for a new economic landscape

New investment themes for a new economic landscape

A new world order, inflation, and market opportunities

A new world order, inflation, and market opportunities

A new world order, inflation, and market opportunities

A new world order, inflation, and market opportunities

US disinflation is on its way, but more patience is needed

US disinflation is on its way, but more patience is needed

The great return of the interest rate

The great return of the interest rate

We have to get used to inflation

We have to get used to inflation

We have to get used to inflation

We have to get used to inflation