Strategies insights

Strategies insight

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Private Assets • 20 May 2025 • English

Behind the deals: Our private equity experts answer your questions

Our private equity experts answer the most frequently asked questions received from investors, who are keen to add this attractive asset class to their portfolios.

4 minute(s) read

Fixed Income Strategy • 19 May 2025 • English

Eastern Building Blocs: Seeking opportunities in Bond Markets

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

7 minute(s) read

Fixed Income Strategy • 28 April 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

2 minute(s) read

Thematic equities • 28 April 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Private Assets • 23 April 2025 • English

Carmignac Private Evergreen: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2025.

Private Assets • 22 April 2025 • English

Factors fueling the growth of secondary markets

Secondary markets are benefiting from the current macroeconomic context and the structural needs from private equity firms.

Alternative Strategy • 18 April 2025 • English

Seeking diversification in uncertain times

A high conviction long/short approach to European equities could be the answer

3 minute(s) read

Emerging equities • 17 April 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

4 minute(s) read

Market Analysis • 17 April 2025 • English

Quarterly Reports: First Quarter 2025

Find out our views and positioning on our funds for the first quarter of 2025.

European equities • 17 April 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Global equities • 16 April 2025 • English

Quality: your compass in an uncertain world

Carmignac Portfolio Grandchildren: A global equity Fund supported by reinvestment