Strategies insights

Top Story

Strategies insights • October 29, 2026 • English

Emerging Market Debt: The script has flipped

4 minute(s) read
Emerging Market Debt: The script has flipped
Strategies insights • February 24, 2025 • English

Beyond the plate - Why we favour personal care over food companies

5 minute(s) read
Beyond the plate - Why we favour personal care over food companies
Strategies insights • February 13, 2025 • English

Addressing Trump 2.0 and DeepSeek with diversification and convictions

3 minute(s) read
Addressing Trump 2.0 and DeepSeek with diversification and convictions
Strategies insights • February 4, 2025 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

3 minute(s) read
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
Strategies insights • January 30, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

Carmignac Portfolio Global Bond: Letter from the Fund Manager
Strategies insights • January 20, 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

4 minute(s) read
Carmignac Portfolio Grande Europe: Letter from the Fund Manager
Strategies insights • January 17, 2025 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

2 minute(s) read
Carmignac Merger Arbitrage: Letter from the Portfolio Managers
[Main Media] [Funds Focus] Bridge
Strategies insights • January 17, 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

4 minute(s) read
Carmignac Absolute Return Europe: Letter from the Fund Managers
Strategies insights • January 17, 2025 • English

Quarterly Reports: Fourth Quarter 2024

Quarterly Reports: Fourth Quarter 2024
Strategies insights • January 14, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

3 minute(s) read
Carmignac P. Flexible Bond: Letter from the Fund Managers