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Fixed Income Strategy • 28 April 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

2 minute(s) read

Alternative Strategy • 14 April 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

3 minute(s) read

Fixed Income Strategy • 14 April 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

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

Alternative Strategy • 14 April 2025 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

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Global equities • 14 April 2025 • English

Carmignac Investissement: Letter from the Fund Manager

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

Fixed Income Strategy • 11 April 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

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

3 minute(s) read

Fixed Income Strategy • 10 April 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Fixed Income Strategy • 8 April 2025 • English

Inflationary resurgence: Bad news or an investment opportunity?

While excess inflation is generally considered harmful for financial assets, we advocate that a flexible bond strategy can take advantage of this type of adverse scenario.

4 minute(s) read

Fixed Income Strategy • 27 March 2025 • English

Carmignac Portfolio Credit is awarded best Fund in Europe by Lipper for the fourth year in a row

Our flagship credit strategy continues to provide superior risk-adjusted returns.

Emerging equities • 25 March 2025 • English

Southeast Asia: A powerhouse in the making

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

Fixed Income Strategy • 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.