The need for an unconstrained approach in fixed income markets by Charles Zerah

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Presented by

Charles Zerah, Fixed Income Fund Manager, Carmignac

About this talk

The global cyclical pick-up of activity and inflation, the shift under way from monetary to fiscal support and political downside scenarios, present a challenge to investors looking to extract performance while navigating risks in bond markets. Charles Zerah, Fund manager of Carmignac Portfolio Global Bond, will present his investment allocation and explain how he has been able to extract performance and post a sturdy track record thanks to his unique investment philosophy and unconstrained approach.

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