Strategies insights

Strategies insight

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Strategies insights • 19 August 2026 • English

Inflation: Back to the future

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

Strategies insights • 27 November 2023 • English

Investing for future generations with Carmignac Portfolio Grandchildren

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

6 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 21 November 2023 • English

A Fund geared for a changing world

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.

Strategies insights • 14 November 2023 • English

Carmignac Portfolio Merger Arbitrage: Letter from the Fund Managers

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

Strategies insights • 9 November 2023 • English

A look at the Merger Arbitrage strategy

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

2 minute(s) read

Strategies insights • 27 October 2023 • English

A shift in market dynamics calls for an alternative approach

Merger arbitrage strategy to diversify your potfolio

4 minute(s) read

Strategies insights • 24 October 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

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

Strategies insights • 23 October 2023 • 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 2023.

Strategies insights • 23 October 2023 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

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

Strategies insights • 20 October 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

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

Strategies insights • 19 October 2023 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

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