The first half of 2022 was one of the worst periods for Fixed Income markets in the last 50 years. Rising interest rates, high inflation and increased geopolitical risks have largely contributed to a particularly difficult environment for investors. Although the short-term outlook does not yet look favorable, it is necessary to adapt, but above all to be prepared to take advantage of the new opportunities that this new geopolitical and monetary order could offer.
During our presentation, Gergely Majoros, Portfolio Advisor and Member of the Investment Committee will give you our views on the current macroeconomic environment, as well as the opportunities we see in Fixed Income.
Carmignac is an independent asset management firm established in 1989 on three core principles that still stand true today: entrepreneurial spirit, human-driven insight and active commitment. As entrepreneurial today as it has always been; Carmignac’s team of fund managers keeping the freedom and courage to perform independent risk analysis, translate it into strong convictions and implement them. Both active managers and active partners, committed to its clients, providing transparency on its investment decisions and always be accountable for them. With a capital entirely held by the family and staff, Carmignac is now one of Europe’s leading asset managers, operating from 7 different offices. Today, as throughout its history, Carmignac is committed to try harder and better to actively manage its clients’ savings over the long-term.
Gergely Majoros is a Member of the Investment Committee. Gergely joined Carmignac in 2016. He started his career in 2000 as a Corporate Finance Analyst on German Equities at Concord Effekten, before joining BHF Bank, as Sell-Side Analyst on European Equities. In 2007, he became Portfolio Manager for Eastern European Equities at Deka Investments, before joining Cominvest in 2008 and Gemway Assets in 2012 as a Portfolio Manager on Emerging Equities. Gergely graduated from J. W. Goethe University Frankfurt and Dauphine University Paris and is a CFA charterholder.
Business Development Director
+34 661 770 838
ramon.carrasco@carmignac.com
Account Relationship Manager
+34 661 589 137
sofia.cabral@carmignac.com
(as of 30/09/2022)
No Data Found
(as of 30/09/2022)
No Data Found
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
The data controller is: Evenco International Limited, 1 Ropemaker Street, London, Greater London, England EC2Y 9HT.
Evenco International is an executive conference organiser for the asset management community.
Your privacy is important to us. Accordingly we are committed to handling the personal information of all those we engage with responsibly and in a way that meets the legal requirements of the countries in which we operate.
This privacy policy explains the basis on which any personal data we collect from you will be processed by us in relation to the following:
Conference registration.
Email Marketing.
Face-to-face meetings with our Research team.
Except for the above, we do not process or analyse your information in any other way, including disclosing your information with third parties, unless required to do so by law.
Conference registration
If you sign up to attend one of our conferences, we will ask you to provide your professional details – in order to determine your suitability to attend our conference and share with you all logistical information. We will use this information internally to communicate with you. We request the following: name, job title, business address, email address and business telephone number. By attending our conferences we may pass the information we collect at registration to our conference sponsors. It gives our sponsors the opportunity to know who will be attending the conference. They can contact you after the conference for commercial reasons. It is, therefore, up to you whether you remain in contact with them. Evenco International will never share any of your personal data with potential sponsors without your explicit consent. After the conference, we will ask you to complete surveys regarding your experience with us. Information for us and the sponsors of the conference to which the feedback applies. We will check, of course, that you are happy to share your feedback and personal data with the sponsors. We will not share your feedback with other third parties without your explicit consent. There will be a photographer and/or videographer at our conferences. This may be used for future marketing material, our website and social media channels.
Email Marketing
When you register to attend one of our conferences, we will ask you if you wish to receive direct marketing from us regarding future conferences. You can choose to stop receiving them at any time by emailing info@evencointernational.es
Face to face meetings
Evenco International meets with its audiences prior to its events – meaning we will sometimes ask to meet you and ask you questions. We do not record these meetings. Any opinions that you express may be shared with specific sponsors – anonymously – on the condition that you give us your permission to do this.
Security
We ensure information once received is stored securely and only accessible with the correct authorisation. Electronic data and databases are stored on secure computer systems and we control who has access to information. However, a loss of personal data is known as a data breach. The General Data Protection Regulation imposes requirements on businesses to report breaches within 72 hours. We undertake to inform you if your personal data is compromised and there is a risk to your rights and freedoms as a result.
Contact Us
If you have any questions about this Privacy Policy or relating to our use of your information, write to our Data Protection Officer at Evenco International, 1 Ropemaker Street, London, Greater London, England EC2Y 9HT, or emailing info@evencointernational.es
Please also contact us if you wish to exercise your ‘Right to Access’ or ‘Right to be Forgotten’ under the General Data Protection Regulation.
Evenco Analytics offers a free trial period for three months after subscribing to the service. You will not be charged for this product during your trial period. Before the trial expires, we will contact you to see if you wish to continue using the service and subscribe to a yearly subscription, where you can cancel if desired. You can also unsubscribe from Evenco Analytics for free at any time leading up to the first quarterly payment by contacting us at info@evencointernational.com. Standard rate for the product is £5k per annum, charged quarterly at £1250. Early bird and referral discounts are also available for subscribing to a full Evenco Analytics subscription – please contact us for more information. As our subscription is set up via invoicing, please note that there may be a short delay before you receive access to the platform, as we will need to approve your request.