Strategies insights

Strategies insight

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Alternative Strategy • 27 August 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

Fixed Income Strategy • 30 October 2020 • English

Carmignac P. Unconstrained Euro Fixed Income: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • 30 October 2020 • English

Carmignac Investissement: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

Fixed Income Strategy • 23 September 2020 • English

Bond Fund of the Month: Carmignac P. Unconstrained Euro Fixed Income

Follow us at the heart of our portfolio construction.

4 minute(s) read

Alternative Strategy • 31 August 2020 • English

What are the benefits of a long-short approach?

For investors seeking equity exposure but looking for a better downside risk mitigation

3 minute(s) read

Patrimoine Strategy • 30 July 2020 • English

Carmignac Patrimoine: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Fixed Income Strategy • 30 July 2020 • English

Carmignac Sécurité: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Global equities • 30 July 2020 • English

Carmignac Investissement: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

4 minute(s) read

Patrimoine Strategy • 2 July 2020 • English

Carmignac Patrimoine: a vision for the long term

INVESTING FOR TOMORROW | In order to safely navigate turbulent markets, it is crucial to be able to identify and take advantage of major long-term trends.

1 minute(s) read

Patrimoine Strategy • 25 June 2020 • English

Carmignac Patrimoine: flexible management is (still) the watchword

INVESTING FOR TOMORROW | The times are changing, and financial markets are no exception to the rule. Investors therefore have a crucial need for responsiveness to be able to adapt to and take full advantage of those changes.

3 minute(s) read

Patrimoine Strategy • 25 May 2020 • English

Carmignac Portfolio Patrimoine Europe

Covid-19: Europe struggling to bounce back

1 minute(s) read