Fixed Income Markets: Targeting Opportunities while Maintaining Caution

Presented by

Charles Zerah, Pierre Verlé and Joseph Mouawad from Carmignac

About this talk

The questions over the probable rise in rates in the US combined with political uncertainty faced by the Eurozone has been weighing on fixed income markets. This context combined with low rates across developed markets has created a challenging environment for the bond asset class. Charles Zerah, the Fund manager of Carmignac Portfolio Global Bond will outline how his flexible and opportunistic philosophy allows him to navigate the challenges in place. He will be joined by Pierre Verlé (Head of Credit) and Joseph Mouawad (EM Debt specialist) who will detail the opportunistic investments in cheap, performance generating strategies, while Charles explains how he combines this with a cautious stance to maintain a balanced portfolio.
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (219)
Subscribers (22085)
Carmignac web-conferences are held by Fund Managers and Members of Investment Committee. They provide updates on market views, Fund strategies and process and also give the opportunity to address client questions. LEGAL PROVISIONS: The information presented in the web conferences is not contractually binding and does not constitute investment advice.