Thibaut Dorlet
About this author

Thibaut Dorlet, CFA

Senior Multi-Asset Portfolio Manager

Thibaut joined the Asset Allocation Team in September 2020.

He joined Candriam from BFT Investment Managers where he managed open-ended funds and absolute return mandates. Prior to that, he was an equity portfolio manager for high net worth customers. He has also worked at Amundi in Multi-Asset Management and in the ‘Inspection Generale’ audit function, and as an analyst at H et Associes, Groupe Phillippe Hottinguer.

Thibaut holds a Master’s in Asset Management from the University of Paris-Dauphine, and is a CFA Charterholder.

Discover the latest articles by Thibaut Dorlet, CFA

Asset Allocation, Equities, Nadège Dufossé, Thibaut Dorlet

Japan : Make or break

Japanese equities have enjoyed a positive run since the start of the year (+20.8% performance to 27 Mar 2024 ), with the Nikkei recently hitting all-time highs, surpassing the peak of the 1989 bubble .
Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023

Candriam’s Mid-Year Outlook

As we reach the halfway point of the year, it seems that recession may be avoided on both sides of the Atlantic, but growth forecasts remain weak...
Asset Allocation, Thibaut Dorlet

Chinese Equities: At the Rock Bottom?

As the COVID-19 pandemic weakened its mighty grip, China enjoyed a strong recovery, helped by developed economies’ consumption switch from services to manufacturing products, many of them coming from China.
Asset Allocation, Thibaut Dorlet, Nadège Dufossé

Rotation rhymes with Inflation

Messages sent by the Fed regarding its interest rate lift off and balance sheet run off have conditioned performances since the beginning of the year.

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