Strategies insights

Strategies insight

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Strategies insights • 8 December 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Strategies insights • 14 November 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

2 minute(s) read

Strategies insights • 13 November 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read

Strategies insights • 6 November 2024 • English

Carmignac target maturity fixed income funds: The story has just begun

Since the bond crisis of 2022, credit markets have emerged as the big winners in the fixed-income spectrum. Now is the time to take stock and look ahead to the future of this asset class.

4 minute(s) read

Strategies insights • 29 October 2024 • English

Quarterly Reports: Third Quarter 2024

Find out our views and positioning on our funds for the third quarter of 2024.

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Strategies insights • 28 October 2024 • English

35 years in the global equity arena, many more ahead

Find out how our flagship global equity fund, Carmignac Investissement, remains an appealing solution today as it was 35 years ago.

1 minute(s) read

Strategies insights • 15 October 2024 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

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Strategies insights • 15 October 2024 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

Strategies insights • 14 October 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

Strategies insights • 11 October 2024 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

Strategies insights • 11 October 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read