Strategies insights

Strategies insight

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Strategies insights • 24 October 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2025

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

5 minute(s) read

Strategies insights • 10 July 2024 • English

Carmignac’s Article 9 funds: a sustainable investment?

Learn more about our approach to deliver positive financial and non-financial performance in our key article 9 funds.

3 minute(s) read

Strategies insights • 10 July 2024 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

8 minute(s) read

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Strategies insights • 10 July 2024 • English

Carmignac Investissement: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 10 July 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

3 minute(s) read

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Strategies insights • 10 July 2024 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • 9 July 2024 • English

Carmignac P. Flexible Bond: 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 • 4 July 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 3 July 2024 • English

Navigating a new monetary cycle with Carmignac Sécurité

Marie-Anne Allier and Aymeric Guedy explain the impact that current market conditions are having on Carmignac Sécurité, and describe their positioning.

1 minute(s) read

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Strategies insights • 2 July 2024 • English

Exploring the benefits of Carmignac Investissement

Why now is the right time to start investing in global equities with Carmignac Investissement for long-term gains.

2 minute(s) read

Strategies insights • 24 June 2024 • English

Deep dive into credit markets

After the strong performance of credit markets over the last year, where do we stand today?

5 minute(s) read