Quarterly Meeting

Listen to the Quarterly Meeting – October 2018

23.10.2018
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You can listen to all of the Quarterly Meeting or just the topics that interest you.

Presentation for quarterly meeting_Q3_2018.pdf (3580K)

I. Introduction

  • Didier SAINT-GEORGES - Head of Portfolio Advisors

  • Edouard CARMIGNAC - CIO and Managing Director Carmignac Gestion

II. Macro views and Investment strategy

  • Frédéric LEROUX - Head of Cross Asset

III. Fixed Income strategy

  • Keith NEY - Fund Manager
  • Rose OUAHBA - Head of Fixed Income

IV. Equity strategy

  • Haiyan LI-LABBÉ - Analyst
  • David OLDER - Head of Equity

V. Questions / Answers

  • Edouard CARMIGNAC - CIO and Managing Director Carmignac Gestion