Strategies insights

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

Three questions to Kristofer Barrett.

Three questions to Eliezer Ben Zimra.

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

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

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

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

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

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

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