Raphael Gallardo
Chief Economist CarmignacRaphaël Gallardo is Chief Economist within the Cross-Asset team. Raphaël joined Carmignac in 2018. He started his career in 1997 at BNP Paribas where he spent ten years as Quantitative Analyst within the Risk Department, Country-risk Economist, Financial Engineer specialized in interest rate risk, and ultimately cross-asset strategist. In 2007, he joined Axa IM as Head of Macroeconomic Research and moved to Rothschild & Cie Gestion in 2012 to occupy the same position. From 2013 to 2018 he was Cross-Asset Strategist at Ostrum Asset Management. Raphaël holds an Engineering Degree from Ecole National Supérieure des Mines de Paris.
Day 2 | Thursday 15th April
10:00 AM The Conviction Test: The big macro calls: Which megatrends will reshape markets in 2027-28, and where do the house views disagree?
From the AI buildout to geopolitical fragmentation, a handful of megatrends now set the direction for markets. This keynote puts chief economists and strategists from leading asset managers on stage to say which matter most, and tests their views against each other and the room.
You vote live on a series of statements, then each panellist agrees or opposes and defends their position. The statements are set closer to the event, so they reflect the forces driving markets in April.
Check out the incredible speaker line-up to see who will be joining Raphael.
Download The Latest Agenda