Strategies insights

Strategies insight

Top Story

Strategies insights • March 30, 2026 • English

Carmignac Patrimoine: The Key to Effective Diversification

When traditional diversification fails, what’s next? Explore how active allocation, differentiated drivers, and flexible strategies aim to build more resilient portfolios.

4 minute(s) read

Strategies insights • January 17, 2025 • English

Quarterly Reports: Fourth Quarter 2024

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

Strategies insights • January 14, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • January 14, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

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

2 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • January 13, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

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

2 minute(s) read

Strategies insights • January 13, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • January 13, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • January 9, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • December 18, 2024 • English

Carmignac Portfolio Grandchildren: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies, companies also need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Strategies insights • December 3, 2024 • English

Carmignac Patrimoine celebrates 35 years

Find out how our flagship diversified strategy, Carmignac Patrimoine, remains an appealing solution today as it was 35 years ago.

1 minute(s) read

Strategies insights • November 14, 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

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

2 minute(s) read