Strategies insights

Strategies insight

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Strategies insights • 30 March 2026 • English

Carmignac Patrimoine: The Key to Effective Diversification

When traditional diversification fails, what’s next? Explore how active allocation, differentiated drivers, and flexible strategies aim to build more resilient portfolios.

4 minute(s) read

Strategies insights • 3 March 2025 • English

Fixed income target maturity funds: The story continues with Carmignac Credit 2031

Given the success of this franchise launched in 2020, we are expanding our range with Carmignac Credit 2031.

Strategies insights • 24 February 2025 • English

Beyond the plate - Why we favour personal care over food companies

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.

5 minute(s) read

Strategies insights • 13 February 2025 • English

Addressing Trump 2.0 and DeepSeek with diversification and convictions

Stretched equity valuations and political uncertainties should not overshadow the long-term potential of global equities.

3 minute(s) read

Strategies insights • 6 February 2025 • English

Carmignac Portfolio Emergents: Letter from the fund manager

3 minute(s) read