About this event
2021 and 2022 have seen the development of an initial wave of inflation driven by the post-Covid reopening of the global economy, compounded by the war in Ukraine. In 2026, a second wave appears to be on the horizon, catalyzed by an oil shock and fueled by an arms race and the race for AI computing power. In anticipation of a long cycle of cyclical inflation, Carmignac launched the Carmignac Portfolio Inflation Solution Fund in 2022. This Fund was designed to provide significant diversification to traditional asset allocations in an inflationary environment. The diversification provided by the fund offers a very positive asymmetry.
During this webinar, Frédéric Leroux, Head of Cross Asset and Fund Manager of Carmignac Portfolio Inflation Solution, will share its latest macroeconomic convictions and decode the key forces shaping markets in the months ahead. He will discuss how Carmignac Portfolio Inflation Solution is designed and positioned to benefit from this environment.
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