Strategies insights

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Strategies insights • 30 March 2026 • English

Carmignac Patrimoine: The Key to Effective Diversification

When traditional diversification fails, what’s next? Explore how active allocation, differentiated drivers, and flexible strategies aim to build more resilient portfolios.

4 minute(s) read

Strategies insights • 11 July 2022 • English

Carmignac Patrimoine: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2022.

7 minute(s) read

Strategies insights • 8 July 2022 • English

Carmignac P. Credit : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2022.

4 minute(s) read

Strategies insights • 8 July 2022 • English

Carmignac's fixed income fund range

Surfing the economic cycle: discover the power of a flexible long-term approach

Strategies insights • 16 June 2022 • English

The main convictions of Carmignac Portfolio Global Bond

7 minute(s) read

Strategies insights • 30 May 2022 • English

Investing today is all about flexibility and risk management

The three managers of our Carmignac Patrimoine explain how they cope with the current challenging environment

4 minute(s) read

Strategies insights • 9 May 2022 • English

Carmignac P. Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2022.

5 minute(s) read

Strategies insights • 3 May 2022 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2022.

5 minute(s) read

Strategies insights • 2 May 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2022.

6 minute(s) read

Strategies insights • 28 April 2022 • English

Breaking down European stereotypes: Carmignac Portfolio Patrimoine Europe

Keith Ney and Mark Denham talk about their successful European multi-asset Fund

4 minute(s) read

Strategies insights • 26 April 2022 • English

Carmignac Sécurité : Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2022.

5 minute(s) read