Strategies insights

Strategies insight

Top Story

Strategies insights • 3 February 2026 • English

Emerging Markets awaken

In 2025, Emerging Markets delivered their strongest annual performance since 2017, outperforming both US and developed markets.

2 minute(s) read

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

3 minute(s) read

[Background image] [CI] Blue sky and buildings

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

Strategies insights • 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

Strategies insights • 30 July 2020 • English

Carmignac Patrimoine: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Strategies insights • 30 July 2020 • English

Carmignac Sécurité: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Strategies insights • 30 July 2020 • English

Carmignac Investissement: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

4 minute(s) read

Strategies insights • 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

Strategies insights • 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