Kevin Thozet
Kevin Thozet is a member of the Investment Committee at Carmignac, based in Paris, where he focuses on market analysis and investment strategies. He recently highlighted the potential for European institutions to demonstrate creativity in crisis situations, suggesting that a unified European response could positively impact European assets in the long term.
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Recent news mentions
Kevin Thozet believes that the eurozone is finally showing clear signs of reactivation.
El Ibex firma su mejor semana desde noviembre aupado por la anulación de los aranceles | Mercados Financieros
Spain· 2026-02-20
Kevin Thozet summarized the political uncertainty in France and its potential impact on growth.
L’envolée des taux d’intérêt met les finances publiques sous pression
France· 2025-09-09
Kevin Thozet prefers hardware companies and Chinese tech firms for investment.
Dónde invertir en el segundo semestre: por qué Europa empieza a mirar de tú a tú a Wall Street | NegociosSpain· 2025-07-06
Kevin Thozet attributed the underperformance of US stocks to President Trump’s inconsistent stance on tariffs.
Trumponomics: How US president Donald Trump has triggered a financial roller coaster; shaken global markets in 5 months
India· 2025-06-19
Kevin Thozet observed the potential economic impact of tariffs on the United States.
Wall Street, perché la Borsa Usa non è davvero pessimista: chi soffia sui prezzi dopo la tempesta dazi
Italy· 2025-05-12
Kevin Thozet is a member of the investment committee at Carmignac, providing insights on the luxury market.
Hermès desbanca a LVMH como líder del lujo en Europa y consolida su independencia | Mercados FinancierosSpain· 2025-04-16
Kevin Thozet is a member of the investment committee at Carmignac in Paris.
Rüstungsaktien steigen nach Unterstützungszusage für die Ukraine
Luxembourg· 2025-03-03
