Strategies insights

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Strategies insights • 20 October 2025 • English

Quarterly Reports: Third Quarter 2025

Find out our views and positioning on our funds for the third quarter of 2025.

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Strategies insights • 16 November 2020 • English

Carmignac Investissement: Overtaking its reference indicator over 3 years

David Older’s nomination at the helm of the Fund was the beginning of a new chapter for the strategy

2 minute(s) read

Carmignac Patrimoine

Strategies insights • 12 November 2020 • English

Carmignac Patrimoine: The advantages of investing across the capital structure

An asset allocation fund can really stand out if the Fund managers think of the portfolio construction as a whole, and leverage on each other’s perspective.

3 minute(s) read

Strategies insights • 10 November 2020 • English

Fixed Income Update

Prepared for the New Wave - Discover our views by region and our positioning in this “lower rate for longer” environment

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Strategies insights • 30 October 2020 • English

Carmignac P. Unconstrained Credit: the Fund Manager's thought

Find out our views and positioning on the Fund

3 minute(s) read

Strategies insights • 30 October 2020 • English

Carmignac P. Grande Europe: the Fund Manager's thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • 30 October 2020 • English

Carmignac Sécurité: the Fund Manager’s thought

Find out our views and positioning on the Fund

3 minute(s) read

Carmignac Patrimoine

Strategies insights • 30 October 2020 • English

Carmignac Patrimoine: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • 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

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Strategies insights • 30 October 2020 • English

Carmignac Investissement: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • 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