Name: US elections, Covid-19, recession: how to think about this cocktail for markets?
Start: 2020-11-10T14:00:00Z
End: 2020-11-10T14:00:10.000Z
Location: BrightTALK
Rating: 4.67

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.

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Inflación del 5%, rentabilidades del 0% a 10 años en Europa y del 1,6% en Estados Unidos: algo tiene que cambiar

¿Hacia un nuevo panorama de inversión?

Inflation bei 5%, Rendite für 10-jährige Anleihen bei 0% in Europa und 1,6% in den USA: irgendeine Komponente wird sich ändern müssen.

Auf dem Weg in ein neues Anlageumfeld?

Inflazione al 5%, rendimenti a 10 anni allo 0% in Europa e all'1,6% negli USA: quali correzioni aspettarci

Verso un nuovo scenario degli investimenti?

Une inflation à 5%, des taux 10 ans à 0% en Europe et à 1,6% aux Etats-Unis: l’un ou l’autre doit céder.

Vers quel ajustement ?

Inflation at 5%, 10 year yields at 0% in Europe and 1.6% in the US: something has to give.

Towards a new investment landscape ?

Marktrisiken und -chancen für das zweite Semester werden deutlicher, trotz Inflationsdebatte.

Der Inflationsdebatte ein Ende setzen

I rischi e le opportunità di mercato si fanno più chiari nel secondo semestre, nonostante il dibattito sull'inflazione.

Mettere fine al dibattito sull'inflazione

Los riesgos y las oportunidades del mercado se aclaran para el segundo semestre, a pesar del debate sobre la inflación.

Poner un punto final al debate sobre la inflación

Les perspectives de marchés se précisent pour la seconde partie de l’année, en dépit du débat engagé sur l’inflation.

Pour en finir avec la question de l’inflation

Market risks and opportunities are getting clearer for the second semester, notwithstanding the inflation debate.

To put an end to the inflation debate

¿Es el repunte de la inflación una nueva tendencia? ¿Por qué? ¿Qué consecuencias tiene para los mercados y para la construcción de carteras?

¿Qué implica el riesgo de inflación para los mercados?

Il rimbalzo dell'inflazione è una nuova tendenza? Perché? Quali saranno le conseguenze per i mercati e per la costruzione del portafoglio?

Come valutare il rischio di inflazione per i mercati?

Ist die Inflationserholung ein neuer Trend? Warum? Welche Konsequenzen hat das für die Märkte und unsere Portfoliokonstruktion?

Wie ist das Inflationsrisiko für die Märkte zu beurteilen?

Le regain d’inflation est-il durable ? Pourquoi ? Quelles conséquences pour les marchés et les constructions de portefeuille ?

Comprendre le risque d’inflation pour les marchés.

Is the inflation rebound a new trend? Why? What consequences for markets and for portfolio construction?

How to think about the inflation risk for markets?

Gli attuali livelli di mercato richiedono un approccio chiaro per poter individuare il potenziale di rischio/rendimento.

Cosa comprare quando tutto costa tanto?

Los niveles del mercado exigen ahora un enfoque lúcido del potencial de rentabilidad-riesgo.

Qué comprar cuando todo esta caro ?

Le niveau des marchés requiert désormais un arbitrage très lucide entre risque et potentiel de gains.

Où investir quand tout est devenu cher ?

In the light of recent developments, we believe it is important to update you on our market vision in this uncertain and difficult context.
As usual, you will be able to ask questions during the conference, Didier will answer at the end of the conference.

US elections, Covid-19, recession: how to think about this cocktail for markets?

Asset Allocation

Investment Strategy

US election

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US elections, Covid-19, recession: how to think about this cocktail for markets?

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