Quarterly Meeting

Listen to the Quarterly Meeting – October 2018

23.10.2018

You can listen to all of the Quarterly Meeting or just the topics that interest you.

Presentation for quarterly meeting_Q3_2018.pdf (3580K)

I. Introduction

  • Didier SAINT-GEORGES - Managing Director and Member of the Strategic Investment Committee

  • Edouard CARMIGNAC - Chairman and CIO

II. Macro views and Investment strategy

  • Frédéric LEROUX - Fund Manager

III. Fixed Income strategy

  • Keith NEY - Fund Manager
  • Rose OUAHBA - Fund Manager

IV. Equity strategy

  • Haiyan LI-LABBÉ - Analyst
  • David OLDER - Fund Manager

V. Questions / Answers

  • Edouard CARMIGNAC - Chairman and CIO