Carmignac

We are delighted to be nominated not just once, but twice for the prestigious Fund Manager of the Year awards hosted by Investment Week. Our portfolio managers Mark Denham and Amol Gogate are nominated in the categories ‘Europe ex UK’ and ‘Global Emerging Markets’, and we wish them both success. For full details of the methodology, please click here : https://okt.to/9Qa5WG The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager. #Investment #Investing #Marketingcommunication #Assetmanagement #Investinginyourinterest

We were thrilled to sponsor and be part of the Evenco International Fund Forum Stockholm, which took place at the Grand Hôtel last week. This event was a great opportunity to discuss private equity opportunities. 💡 Key takeaways: • Private markets offer access to an investment universe complementary to listed markets given the majority of companies globally are still private • Private markets could also offer valuable diversification via complementary industry exposure, reflective of the “real economy” • Carmignac is well-placed to offer this access thanks to our focused, pure-play, Private Equity secondaries strategy 🤝 We had the chance to connect with many of you at the event. For those who need more information or couldn't attend, feel free to reach out to Robin Ekman, Edouard Boscher and Megan Noelle Chew. #PrivateEquity #EvencoForum2025 #FundForum #AssetManagement #InvestmentInsights #FundSelectors #PortfolioManagement #Stockholmfundforum #FinanceNetworking #Marketingcommunication #investinginyourinterest

Five years ago yesterday, the world witnessed a transformative moment. On 11 March 2020, the World Health Organization declared COVID-19 a global pandemic, setting off a chain reaction of disruption to economies, financial markets and sustainable investments. A snapshot of this seismic shift: • Global GDP saw an irreversible decline of around 3% • Rapid price rises challenged central bankers’ long-held views on the ‘transitory’ nature of supply-side inflation • Fiscal transfers to support household incomes were in large part monetised, fuelling asset price and goods and services inflation. These shocks created social resentment that culminated in the populist wave of 2024. • The digital revolution accelerated, paving the way to today’s AI boom • Default rates, initially suppressed, returned with bang as pandemic financial support was lifted • Despite appearances, the global economic shutdown didn’t lead to material environmental improvements • ESG investing, Covid and SFDR created a new impetus for sustainable investing In our latest paper, Raphael GALLARDO, Kevin Thozet, and Lloyd McAllister delve into the enduring legacy of the pandemic : https://okt.to/trRc2f #Investment #Marketingcommunication #Economy #Finance #Investinginyourinterest

Carmignac develops new proprietary ESG model for sovereign debt. This enhanced model will strengthen our integration of ESG considerations into both our investment research and investment decisions : https://lnkd.in/eAUYkdXJ #Investment #ISR #sustainableinvestment #Marketingcommunication #Assetmanagement

EVENT – 13 March 2025 | We’re excited to sponsor & be part of Evenco International Fund Forum Stockholm, that will take place at the Grand Hôtel to discuss about private equity opportunities. We look forward to welcoming you to our presentation to discuss how our strategy could fit your investment program 14:05 - 14:25 : presentation of our private asset expertise for 20 minutes 14:45 - 15:15 : a 30-minute investor panel discussion moderated by Bloomberg We’d love to connect with you at the event! Feel free to reach out to Edouard Boscher, Megan Noelle Chew, or Robin Ekman for more information. 💻 Check out the event website for more info: https://okt.to/aOHAqK #PrivateEquity #EvencoForum2025 #FundForum #AssetManagement #InvestmentInsights #FundSelectors #PortfolioManagement #Stockholmfundforum #FinanceNetworking #Marketingcommunication #investinginyourinterest

Wir sehen uns auch dieses Jahr wieder auf dem FONDS professionell Kongress Wien am Stand 28! Unser Fondmanager, Obe Ejikeme, erklärt Ihnen die Stärken von Qualitätsaktien für Kundenportfolios: • Wie definiert man Qualitätsaktien? • Wie erwirtschaften sie Mehrrenditen über Zyklen hinweg? • Wie reagieren sie in unsicheren Wirtschaftslagen? Seien Sie dabei und erfahren Sie mehr! #FONDSProfessionell #FONDSprofessionellKongress2025 #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest

Lea la entrevista de Edouard Carmignac en El País : https://okt.to/WFyqml #Investment #Finance #Marketingcommunication #Investinginyourinterest

The Carmignac team would like to thank you for all these wonderful encounters ! The last few days in Cannes during the IPEM were an opportunity for productive and rewarding meetings with numerous asset managers, investors and private equity experts. Many thanks to all those with whom we have had the pleasure of sharing these moments. We look forward to pursuing our discussions together around Private Equity. Edouard Boscher Ariane Tardieu Megan Noelle Chew Gregoire Glotin Thomas MOYSE Marnix van den Berge Antoine Halm Alexis de Chezelles #Investment #PrivateEquity #Marketingcommunication #Assetmanagement

Regístrese → https://okt.to/BilA67 🔎 2024 fue un año electoral y 2025 será el año en que las promesas electorales (populistas) se enfrenten a la realidad del mercado financiero. Durante nuestra conferencia en Barcelona, les proponemos una (E)lección de lo que creemos que es lo más relevante para 2025. Por eso, además de nuestros gestores y expertos que darán su visión de mercados para 2025, tendremos como invitado a Isabel Aguilera, exDG Google Iberia, exCOO NH Hoteles, exCEO España, Italia y Portugal Dell Computer, Consultora, consejera empresarial, profesora de Esade, quién nos permitirá analizar y entender el patrón de las empresas exitosas. #barcelona #marketingcommunication #assetmanagement #event #finance #investinginyourinterest

Mannheim, es ist wieder soweit: Besuchen Sie unser Team am Stand 106 beim Fondskongress. Wir freuen uns auf Sie! #Investment #Marketingcommunication #Assetmanagement #Investinginyourinterest