Frédéric Leroux

Head of Cross Asset, Fund Manager

34 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.

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Investment adages to explain equity markets today and not worry (too much) about the future

By Frédéric Leroux

Investment adages to explain equity markets today and not worry (too much) about the future

By Frédéric Leroux

Investment adages to explain equity markets today and not worry (too much) about the future

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.

Related Article

Investment adages to explain equity markets today and not worry (too much) about the future

Investment adages to explain equity markets today and not worry (too much) about the future

Investment adages to explain equity markets today and not worry (too much) about the future

Investment adages to explain equity markets today and not worry (too much) about the future

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