News

The abrupt monetary normalisation after almost 15 years of large-scale liquidity injections has created unprecedented volatility. This offers many opportunities in fixed income markets with yields at levels not seen for over a decade. Rose Ouahba Head of Fixed Income and Fund Manager, shared her market views and explained how a flexible approach enables us to find investment opportunities in this renewed attractive outlook for fixed income.

Nos complace compartir con ustedes nuestro escenario macroeconómico, nuestras opiniones a largo plazo y nuestras estrategias de inversión.

2022 has been an unprecedented year for financial markets characterized by high inflation, rising interest rates and heightened volatility. Our Carmignac P. Global Bond managed to navigate 2022 thanks to its flexibility and its Global Macro philosophy. During this webconference, Abdelak and Julien resumed 2022, our performance and our views going forward.

Eliezer Ben Zimra deciphered the macro environment and discussed our positioning in Carmignac P. Flexible Bond.

During this conference, Xavier Hovasse, our head of Emerging Equities, shared his views and unveil Carmignac P. Emergents’ investment strategy at the dawn of this New World Order.