Strategies insights

Find out our views and positioning on the Fund for the fourth quarter of 2023.

Find out our views and positioning on the Fund for the fourth quarter of 2023.

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance.

The various episodes of stress on bond markets over the last twenty years have provided an opportunity for active management to shine. The change in the interest rate regime provides a good opportunity to reflect on the consequences and implications for fixed income investors.

Carmignac was awarded "Best Asset Manager” in the category “ESG Complete Product Range” for Germany, Austria and Switzerland at the Scope Awards 2024. We are proud to receive this award as the recognition of our continuous efforts in the field of responsible investment.

When considering long-term investments, the notion of a quality company is frequently mentioned. Nevertheless, defining it accurately can prove challenging.

Since its creation in 1989 by Edouard Carmignac, Carmignac Investissement seeks to identify long-term trends in a changing world and seize global equity market opportunities.

Find out our views and positioning on the Fund for the third quarter of 2023.

A more efficient and diversified approach, especially in current Market configuration

Merger arbitrage strategy to diversify your potfolio