Strategies insights

Top Story

Strategies insights • October 21, 2026 • English

What’s next for credit markets? Explore our outlook on higher yields, market dispersion and the opportunities emerging for active managers.

4 minute(s) read

Strategies insights • October 16, 2026 • English

Find out our views and positioning on the Fund for the third quarter of 2026.

5 minute(s) read

Strategies insights • October 15, 2026 • English

Find out our views and positioning on the Fund for the third quarter of 2026.

6 minute(s) read

Strategies insights • October 13, 2026 • English

Find out our views and positioning on the Fund for the third quarter of 2026.

4 minute(s) read

Strategies insights • October 13, 2026 • English

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read

Strategies insights • October 13, 2026 • English

Discover how Carmignac Portfolio Patrimoine’s multi-asset approach draws on four distinct drivers to generate performance across market regimes.

2 minute(s) read

Strategies insights • October 9, 2026 • English

Find out our views and positioning on the Fund for the third quarter of 2026.

4 minute(s) read

Strategies insights • October 9, 2026 • English

The next phase of AI hardware: Insights from Carmignac Portfolio Investissement and Carmignac Portfolio Tech Solutions.

5 minute(s) read

Strategies insights • October 8, 2026 • English

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read

Strategies insights • August 19, 2026 • English

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

Strategies insights • July 22, 2026 • English

Find out our views and positioning on the Fund for the second quarter of 2026.

4 minute(s) read