Webinar | European Assets from a Global Allocation Prospective. Is Europe worth time spending on?

18 June 2020|3:00 PM - 4:00 PM

Carmignac Asset Management cordially invites you to join the webinar session tailored to the current unprecedented crisis and its implications on markets going forward, with a focus on European assets.

Viewed from Asia, Europe tends to be seen as a region with a low growth and therefore often overlooked by Asian investors.

Kevin THOZET, Member of the Investment Committee at Carmignac will discuss the reasons why European assets still make sense for investors from a Global Allocation perspective.

Key topics include:

  • Global Macro-economic and market views
  • Is Europe worth spending time on from a global asset allocation point of view?
  • European progress on recovery funding
  • Valuations and opportunities of European assets
  • Sector and thematic allocation with a flexible and active approach

Kevin Thozet

Portfolio Advisor
13 years’ experience | Joined Carmignac in 2019

Kevin Thozet is a Member of the Investment Committee. Kevin joined Carmignac in 2019. He started his career as an English translator and Editor before joining the asset management industry in 2007 as Request For Proposals Manager (RFP) at Axa Investment Managers. In 2011, he joined Edmond de Rothschild Asset Management as Head of the RFP team, before moving to a position of Product Specialist covering Asset Allocation & Sovereign debt portfolios, and finally a position of Head of Product Specialists. Kevin holds a Master’s degree in management from Paris Dauphine University as well as Master’s degree in bilingual journalism from the Paris Sorbonne University.


Thursday, 18 June 2020

3:00 PM - 4:00 PM

Certificate of Attendance



Zoom Conference