Thibaud Dorlet
About this author

Thibaud Dorlet

Senior Multi-Asset Portfolio Manager

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 Thibaud Dorlet

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

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
Asset Allocation, Covid-19, Thibaut Dorlet

Virus vs Vaccine - Again

A new wave of Covid-19 has washed across the world in 2021, with negative impacts on figures globally

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