News

Abdelak Adjriou, our Carmignac P. Global Bond portfolio manager shared his views and his investment approach in the context of destressed global markets.

During the webconference Mark shared his investment approach based on the quantification of quality and growth, fundamental analysis, and a sustainable investment objective. This unique process, which looks for innovation and attractive trends in the region, has been refined for nearly 20 years.

Pierre Verlé, Head of credit and Alexandre Deneuville, managers of Carmignac Portfolio Credit, presented Carmignac's unique approach to credit markets and how to generate performance as the environment on inflation, rates and geopolitical risks have dramatically evolved.

In questo contesto, siamo pienamente consapevoli della nostra missione: gestire al meglio il capitale che ci viene affidato per raggiungere gli obiettivi di risparmio a lungo termine dei nostri clienti.

2021 proved to be a very difficult year, marked by less accommodative policies in the US and the massive underperformance of Chinese markets

After a year 2021 in which Carmignac Portfolio Sécurité was able to successfully navigate a challenging environment, Marie-Anne provides an update on the strategy in the current market context and where she finds opportunities.