INSIGHTS

Abdelak Adjriou and Alessandra Alecci consider investment prospects specifically for Poland, Hungary and Romania and despite the ongoing war in Ukraine.

While excess inflation is generally considered harmful for financial assets, we advocate that a flexible bond strategy can take advantage of this type of adverse scenario.

Our flagship credit strategy continues to provide superior risk-adjusted returns.

Carmignac Portfolio Credit ranks first in its category third year in a row.

Over the past 35 years, the Fund remained loyal to its core philosophy while demonstrating its ability to adapt to the market environment.