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You can review all of the quarterly meeting or only the topics that interest you.
Carmignac has been rewarded for its equity, diversified and fixed income management...
As previously mentioned in our first flash update, we adopted a cautious stance towards European markets since early 2014 even though being long Europe and especially peripheral countries such as Spain and Italy seemed to be the consensus opinion at the beginning of the year.
The 25th and 26th of December are public holidays in Eurex Paris. The net asset values of the 29th of December will be published on Tuesday the 30th of December 2014.
David joined Carmignac Gestion in 2007. as an analyst on Asia, and became co-Fund manager of Carmignac Portfolio Emerging Discovery in 2012.
Haiyan joined Carmignac Gestion in October 2011. Based in Paris, she spends a lot of time travelling to China, Hong Kong, Macau and Taiwan.
Video interview of Simon Pickard about 3 of his favorite emerging countries (India, Philippines and Saudi Arabia)
Every quarter, Didier Saint Georges commentary on the economy, markets, investment strategies and macroeconomic research.
Replay our quarterly meeting