Kevin Thozet

Portfolio Advisor, Member of the Investment Committee

17 years’ experience | Joined Carmignac in 2019

Biography

Kevin Thozet is a Member of the Investment Committee. Kevin joined Carmignac in 2019. After starting his career at Axa Investment Managers, he joined Edmond de Rothschild Asset Management in 2011 where he was notably Product Specialist covering Asset Allocation & Sovereign debt portfolios and then 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.

Funds

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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.

An unusual disconnect

How can one reconcile expectations of a sharp rise in corporate profits with sluggish economic growth and a disinflationary environment?

An unusual disconnect

How can one reconcile expectations of a sharp rise in corporate profits with sluggish economic growth and a disinflationary environment?

Deep dive into credit markets

After the strong performance of credit markets over the last year, where do we stand today?

Deep dive into credit markets

After the strong performance of credit markets over the last year, where do we stand today?