Name: Changement de régime?
Start: 2021-02-23T15:00:00Z
End: 2021-02-23T15:00:19.000Z
Location: BrightTALK

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.

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 ?

L’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?

Changement de régime?

Macro Economics

Investment Strategy

Asset Allocation

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Changement de régime?

Presented by

About this talk

Carmignac