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Hören Sie rein, in unsere makroökonomische Sicht der Welt, unsere langfristigen Überzeugungen sowie in unsere Anlagestrategien

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.

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Obe gave an overview of our latest thematic equity launch, what we are trying to achieve and the opportunities he sees in investing in Global equities through the lens of customer and employee experience.