

Thibaut has joined the Asset Allocation Team in September 2020.
Before joining Candriam, Thibaut was working for Amundi. He began his career in Hong Kong as a Structured Product Engineer and then joined the “Inspection Generale” of Amundi where he audited the different subsidiaries & activities of the group. In 2015, Thibaut joined the Multi Asset Management division of Amundi.
He first focused on managing high net worth clients’ mandates of Société Générale Gestion (Amundi’s subsidiary) and then moved in the Institutional Multi asset management team of BFT-IM.
Thibaut holds a master in Asset Management from the University of Paris-Dauphine. He holds a CFA certification as well.
Discover the latest articles by Thibaut Dorlet

Nadège Dufossé, Thibaut Dorlet, Thibaud Marie-Regnault, Asset Allocation, Macro, Equities, Fixed Income, Outlook 2023
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.

Asset Allocation, Thibaut Dorlet
Japan: political stability preserved, don’t expect a game changer
Japanese stocks outperformed global equities following the resignation of Yoshihide Suga as Prime Minister of Japan and President of the governing Liberal Democratic Party (LDP)

Asset Allocation, Thibaut Dorlet
China: Tightening Regulation Trumps Fundamentals
The regulatory outlook in China started to point to a more restrictive environment ever since the regulators pulled the plug on ANT Group’s IPO at the end of 2020