Kevin Thozet

17 years’ experience | Joined Carmignac in 2019

Biography

Funds

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The German tiger reawakens, ushering in a new financial and economic era

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

The German tiger reawakens, ushering in a new financial and economic era

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

COVID-19 – Five years on

On 11 March 2020, the World Health Organisation declared Covid-19 a global pandemic. Five years on, three Carmignac experts look at the legacy for economies, financial markets and sustainable investing.

COVID-19 – Five years on

Artificial Intelligence in transition

Two years after the explosion of mainstream Artificial Intelligence (AI), new players are redefining the possibilities and market narratives.

Artificial Intelligence in transition

Two years after the explosion of mainstream Artificial Intelligence (AI), new players are redefining the possibilities and market narratives.

2024 Recap: 10 facts that tell a story

A year in review

2024 Recap: 10 facts that tell a story

A year in review

Carmignac – H1 2025 Outlook

Raphael Gallardo sets out our economic perspectives for H1 and Kevin Thozet describes our investment strategy in this environment.

Carmignac – H1 2025 Outlook

Raphael Gallardo sets out our economic perspectives for H1 and Kevin Thozet describes our investment strategy in this environment.

Shining in times of crisis: Why gold has never been a more valuable part of our portfolios

Deep dive into fixed income markets

Exploring insights on the different fixed income segments amidst a synchronized global monetary easing cycle.

Deep dive into fixed income markets

Exploring insights on the different fixed income segments amidst a synchronized global monetary easing cycle.

US elections 2024: The real elephant in the room

Raphaël Gallardo, Kevin Thozet, and Lloyd McAllister look ahead to the potential impact of the US election result on the economy, markets, asset allocation and sustainable investments.

US elections 2024: The real elephant in the room

Raphaël Gallardo, Kevin Thozet, and Lloyd McAllister look ahead to the potential impact of the US election result on the economy, markets, asset allocation and sustainable investments.