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

Emerging equities • 5 August 2024 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2024.

3 minute(s) read

Emerging equities • 31 July 2024 • English

Carmignac P. Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2024.

4 minute(s) read

Fixed Income Strategy • 30 July 2024 • English

Carmignac Portfolio Flexible Bond 5-Year anniversary

Having successfully weathered various market phases, it's time to consider 5 key characteristics and figures of Carmignac Portfolio Flexible Bond and the fixed income markets going forward.

5 minute(s) read

Market Analysis • 22 July 2024 • English

Quarterly Reports: Second Quarter 2024

Find out our views and positioning on our funds for the second quarter of 2024

Fixed Income Strategy • 12 July 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2024.

3 minute(s) read

Global equities • 12 July 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2024.

3 minute(s) read

Patrimoine Strategy • 12 July 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2024.

3 minute(s) read

Fixed Income Strategy • 11 July 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2024.

3 minute(s) read

Fixed Income Strategy • 11 July 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2024.

2 minute(s) read

Sustainable investing • 10 July 2024 • English

Carmignac’s Article 9 funds: a sustainable investment?

Learn more about our approach to deliver positive financial and non-financial performance in our key article 9 funds.

3 minute(s) read