Weekly Carmignac rendezvous #4 (in English)
Given the current turmoil on markets related to the coronavirus crisis, we believe it is important to update you regularly on our analysis of the situation from the investors’ standpoint, and on the investment strategy implemented in our main funds.
To that effect, we shall provide you with, on a weekly basis, a LIVE web conference, taking place each week at the same time.
To that effect, we shall provide you with, on a weekly basis, a LIVE web conference, taking place each week at the same time.
Recorded
Apr 9 2020
25 mins
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Presented by
Didier Saint-Georges, Axelle Pinon et Christophe Younes
Didier Saint-Georges, Axelle Pinon et Christophe Younes
Presentation preview:
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Cosa comprare quando tutto costa tanto? Apr 23 2021 1:30 pm UTC 30 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeGli attuali livelli di mercato richiedono un approccio chiaro per poter individuare il potenziale di rischio/rendimento. -
Qué comprar cuando todo esta caro ? Apr 23 2021 7:30 am UTC 30 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeLos niveles del mercado exigen ahora un enfoque lúcido del potencial de rentabilidad-riesgo. -
Où investir quand tout est devenu cher ? Apr 20 2021 2:00 pm UTC 30 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeLe niveau des marchés requiert désormais un arbitrage très lucide entre risque et potentiel de gains. -
What to buy when everything is expensive ? Apr 20 2021 1:00 pm UTC 30 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeMarket levels now require a lucid approach to risk-return potential. -
Actions globales : chercher les gagnants des grandes mutations Recorded: Apr 7 2021 25 mins
Axelle Pinon, Equity Product Specialist ManagerAprès une année qui a (re)défini les tendances globales du monde… quelles sont les thématiques d’investissement porteuses pour l’avenir? -
Global equity markets: Taking advantage of disruption and beyond Recorded: Apr 7 2021 22 mins
Axelle Pinon, Equity Product Specialist Manager- -
Washington, tenemos un problema Recorded: Mar 26 2021 10 mins
Didier Saint-Georges, Member of the Strategic Investment Committee¿Alcanzarán la economía y los mercados la velocidad de escape o aterrizarán de nuevo en la tierra?
Ante la incertidumbre de estos escenarios, descubra nuestras opciones de inversión a través de Carmignac Patrimoine y Carmignac Patrimoine Europe. -
Washington, nous avons un problème Recorded: Mar 24 2021 14 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeCroissance économique et marchés vont-ils atteindre la vitesse d’échappement ou redescendre sur terre ?
Face à cette incertitude de scénarios, retrouvez nos choix de gestion à travers Carmignac Patrimoine et Carmignac Patrimoine Europe. -
Washington, we have a problem Recorded: Mar 24 2021 13 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeWill the economy and markets reach escape velocity or land back down to earth?
Facing this scenarios uncertainty, find out our investment choices through Carmignac Patrimoine and Carmignac Patrimoine Europe. -
¿Cambio de régimen? Recorded: Feb 26 2021 12 mins
Didier Saint-Georges, Member of the Strategic Investment Committee¿Está el entorno de mercado de la última década (tipos de interés a la baja, el poder de los Bancos Centrales, inflación cero, crecimiento débil) al borde de un cambio importante? -
Cambio di regime? Recorded: Feb 25 2021 16 mins
Zaccaria Al Jundi, Business Development ManagerIl contesto di mercato dell'ultimo decennio (tassi d'interesse in calo, banche centrali onnipotenti, inflazione a zero, crescita debole) è sul punto di un grande cambiamento? -
Changement de régime? Recorded: Feb 23 2021 20 mins
Didier Saint-Georges, Membre du Comité d'Investissement StratégiqueL’environnement des marchés des dix dernières années (baisse des taux d’intérêt, toute puissance des banques centrales, inflation zéro, croissance faible) est-il à l’aube d’un changement majeur? -
Regime change? Recorded: Feb 23 2021 15 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeIs the market environment of the past decade (falling interest rates, the all powerful central banks, zero inflation, weak growth) on the verge of a major change? -
Preparándonos para 2021 Recorded: Dec 18 2020 8 mins
Traducción en español de la presentación de Didier Saint-Georges (Member of the Strategic Investment Committee)En todos los aspectos, 2020 ha sido un año sin precedentes que ha planteado cuestiones económicas, políticas y ecológicas, entre otras… ¿Cómo debemos abordar el 2021? -
Wie bereiten wir uns vor auf das Jahr 2021 Recorded: Dec 17 2020 18 mins
Gergely Majoros, Member of the Investment CommitteeIn jeder Hinsicht war 2020 ein beispielloses Jahr, das unter anderem wirtschaftliche, politische und ökologische Fragen aufwirft. Wie sollten wir das Jahr 2021 angehen? -
Comment nous nous préparons pour 2021 Recorded: Dec 16 2020 12 mins
Didier Saint-Georges, Membre du Comité d'Investissement StratégiqueAprès une année 2020 inédite sous tous rapports, ayant entrainé son lot d’interrogations économiques, politiques, écologiques et autres…. Comment aborder cette nouvelle année 2021?
Comme d'habitude, vous pourrez poser vos questions tout au long de la conférence : Didier y répondra en fin de présentation. -
How we are preparing for 2021 Recorded: Dec 16 2020 9 mins
Didier Saint-Georges, Member of the Strategic Investment CommitteeIn every respect, 2020 has been an unprecedented year that has raised economic, political, and ecological questions, amongst others… How should we approach 2021?
As usual, you will be able to ask questions during the conference, Didier will answer at the end of the conference. -
In Conversation with Mark Denham: Seeing Tomorrow’s Europe, Today Recorded: Dec 15 2020 38 mins
Mark DENHAM – Head of European Equities, Fund ManagerJoin us for our next web conference with Mark Denham for a deeper insight into FP Carmignac European Leaders.
This will be an interactive session where you will hear the latest insights from Mark, but also have the opportunity to ask questions. -
Elecciones en EEUU, Covid, recesión: ¿Qué pensar de este cóctel en los mercados? Recorded: Nov 12 2020 10 mins
Traducción en español de la presentación de Didier Saint-Georges (Member of the Strategic Investment Committee)A la luz de los desarrollos recientes, creemos que es importante hacer una actualización sobre nuestra visión del mercado en este contexto incierto y difícil. -
US Wahlen, Covid-19, Rezession: Wie schmeckt dieser Cocktail den Märkten? Recorded: Nov 11 2020 17 mins
Gergely Majoros, Member of the Investment CommitteeAngesichsts der jüngsten Entwicklungen, halten wir es für wichtig, Sie auf dem Laufenden zu halten. Erfahren Sie mehr über unseren Marktausblick in diesem schwierigen Kontext.
Wie üblich, haben Sie Gelegenheit Ihre Fragen während der Konferenz zu stellen.
Live Webconferences for Professionals Investors
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.
LEGAL PROVISIONS: The information presented in the web conferences is not contractually binding and does not constitute investment advice.
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- Title: Weekly Carmignac rendezvous #4 (in English)
- Live at: Apr 9 2020 1:00 pm
- Presented by: Didier Saint-Georges, Axelle Pinon et Christophe Younes
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