Quarterly Meeting

Listen to the Quarterly Meeting – January 2019


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

Quarterly Meeting Q4 2018 Presentation in English.pdf (3013K)

I. Performance review, presentation of the CIO team & new funds’ introduction

  • Didier SAINT-GEORGES - Head of Portfolio Advisors

II. Update on macro views

  • Raphaël GALLARDO - Chief Economist

III. Our market views

  • Frédéric LEROUX - Head of Cross Asset

IV. Carmignac Patrimoine: Our strategy for 2019

  • Rose OUAHBA - Head of Fixed Income
  • David OLDER - Head of Equity

V. Questions & Answers

  • Edouard CARMIGNAC - CIO and Managing Director Carmignac Gestion
  • Didier SAINT-GEORGES - Head of Portfolio Advisors