Strategies insights

Strategies insight

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Private Assets • October 9, 2025 • English

Evergreen & Secondaries: When flexibility meets liquidity

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

2 minute(s) read

Patrimoine Strategy • October 8, 2025 • English

4 reasons to invest in Carmignac Patrimoine for the next 3 years

With the end of the 60/40 era, Carmignac Patrimoine offers an agile and diversified solution to navigate the new economic cycle.

2 minute(s) read

Global equities • October 3, 2025 • English

Carmignac Investissement: Navigating Global equities Through Conviction and Diversity

Three questions to Kristofer Barrett.

Fixed Income Strategy • October 3, 2025 • English

Carmignac Portfolio Flexible Bond: Flexibility to ride through cycles

Three questions to Eliezer Ben Zimra.

Alternative Strategy • August 27, 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 • July 25, 2025 • English

Carmignac Portfolio Asia Discovery: Letter from the Fund Manager - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Emerging equities • July 25, 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Patrimoine Strategy • July 18, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

4 minute(s) read

Thematic equities • July 17, 2025 • English

Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction

One year after the launch of Carmignac Portfolio Tech Solutions, how to assess our approach to technology sector equities?

3 minute(s) read

Thematic equities • July 17, 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

2 minute(s) read

Fixed Income Strategy • July 16, 2025 • English

Has the moment for credit passed?

In a highly volatile environment, the credit asset class posted a strong positive performance. What can we expect from this asset class going forward?

3 minute(s) read