Quarterly Meeting

Replay nuestra reunión trimestral - Julio de 2019

11.07.2019

Usted puede revisar toda la reunión trimestral o sólo los temas que le interesan.

Los archivos de audio están en inglés.

Quarterly Meeting _Q2_ 2019 _Presentation (2399K)

Introduction & Performance review

  • Didier SAINT-GEORGES - Managing Director and Member of the Strategic Investment Committee

Macroeconomic analysis & investment strategy

  • Frédéric LEROUX - Fund Manager
  • Raphaël GALLARDO - Chief Economist

Carmignac Patrimoine: investment strategy

  • David OLDER - Fund Manager

  • Rose OUAHBA - Fund Manager

Europe: on which values do we focus in this context of financial repression?

  • Keith NEY - Fund Manager

  • Marie-Anne ALLIER - Fund Manager

Credit markets: how to choose the idiosyncratic risk?

  • Pierre VERLÉ - Fund Manager
  • Alexandre DENEUVILLE - Fund Manager

Questions & Answers

  • Edouard CARMIGNAC - Chairman and CIO
  • Didier SAINT-GEORGES - Managing Director and Member of the Strategic Investment Committee
  • Pierre VERLÉ - Fund Manager
  • Maxime CARMIGNAC - Managing Director Carmignac UK