Strategies insights

Strategies insight

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Strategies insights • 19 August 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 • 9 October 2025 • English

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

2 minute(s) read

Strategies insights • 8 October 2025 • English

With the end of the 60/40 era, Carmignac Patrimoine offers an agile and diversified solution to navigate the new economic cycle.

2 minute(s) read

Strategies insights • 3 October 2025 • English

Three questions to Kristofer Barrett.

Strategies insights • 3 October 2025 • English

Three questions to Eliezer Ben Zimra.

Strategies insights • 27 August 2025 • English

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

Strategies insights • 25 July 2025 • English

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

3 minute(s) read

Strategies insights • 25 July 2025 • English

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

3 minute(s) read

Strategies insights • 18 July 2025 • English

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

4 minute(s) read

Strategies insights • 17 July 2025 • English

One year after the launch of Carmignac Portfolio Tech Solutions, how to assess our approach to technology sector equities?

3 minute(s) read

Strategies insights • 17 July 2025 • English

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

2 minute(s) read