Strategies insights

Strategies insight

Top Story

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 • 11 October 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 9 October 2024 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

3 minute(s) read

Strategies insights • 8 October 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 8 October 2024 • English

Carmignac Investissement: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • 8 October 2024 • English

Carmignac Portfolio Grandchildren: 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 • 8 October 2024 • English

How evergreen funds are changing the game for private equity investors

Evergreen funds have revolutionised the private markets landscape finally granting long-overdue access to a wider range of investors.

2 minute(s) read

Strategies insights • 4 September 2024 • English

Exploring the dynamics and impact of currencies

Currency Management is one of the 3 pillars of our active global macro fixed income process: Discover why it is an important tool to add both alpha and downside protection.

5 minute(s) read

Strategies insights • 22 August 2024 • English

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

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

Strategies insights • 5 August 2024 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 31 July 2024 • English

Carmignac P. Emergents: Letter from the Fund Managers

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

4 minute(s) read