Strategies insights

Strategies insight

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Strategies insights • August 19, 2026 • English

Inflation: Back to the future

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

Strategies insights • May 8, 2026 • English

Quality in Europe: Are we at a turning point?

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains why he thinks now is the right time to invest in quality stocks in Europe.

9 minute(s) read

Strategies insights • March 2, 2026 • English

Rethinking private equity for today's investors

Private equity, the Carmignac way: evergreen structure, disciplined allocation and broader investor access.

Strategies insights • February 26, 2026 • English

View on rates: Uneven policies, selective duration

After synchronised monetary easing, fiscal dominance and sticky inflation drive policy divergence, calling for selective duration across markets.

8 minute(s) read

Strategies insights • February 23, 2026 • English

Carmignac ELTIF Evergreen: Expanding access to private equity for all investors

Access private equity with Carmignac ELTIF Evergreen, an open-ended fund focused on secondaries, offering diversified exposure to global opportunities.

2 minute(s) read