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Charles Zerah - Latest News

Carmignac’s Hovasse: what Alibaba and Amazon should do next

EM specialist believes low credit penetration in LatAM provides growth opportunities for investors.

Double unconstrained bond fund launch for Carmignac

French group accelerates flexible range with new credit and EMD-focused approaches.

Carmignac rebrands Zerah’s fund as unconstrained

French investment giant looks to better reflect Citywire + rated manager’s approach.

Carmignac’s Zerah moves to 30% cash in €1bn fund

Citywire + rated manager ramps up liquidity in French firm’s global bond approach.

Carmignac’s A-rated Zerah: the ‘broken asset’ I’m buying

Emerging market and global bond specialist believes attractive spreads can make up for regulatory headaches.

Investors are underplaying inflation, says Carmignac’s Zerah

Citywire + rated manager of French firm's global bond fund says growth is on the horizon in Europe and commodities could rise.

Carmignac credit chief on why it pays to sit in Argentina's 'front row'

Carmignac global bond specialists looks at the areas worth tapping into despite political turmoil.

Man GLG launches EM equity fund for former Carmignac duo

London-based asset management firm hands emerging markets specialists a new unconstrained strategy.

Ex-Carmignac EM duo join Man GLG for new fund

London-based asset management firm adds pair of senior managers to oversee new unconstrained strategy.

Carmignac’s Zerah cuts periphery plays for UK bonds in €1.1bn fund

Citywire + rated manager takes profits on sovereign calls and pounces on Bank of England reticence to raise rates.