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Fixed Income Strategy • April 28, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

2 minute(s) read

Fixed Income Strategy • April 14, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

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

Alternative Strategy • April 14, 2025 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

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Global equities • April 14, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

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

Fixed Income Strategy • April 11, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

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

3 minute(s) read

Fixed Income Strategy • April 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Fixed Income Strategy • April 8, 2025 • English

Inflationary resurgence: Bad news or an investment opportunity?

While excess inflation is generally considered harmful for financial assets, we advocate that a flexible bond strategy can take advantage of this type of adverse scenario.

4 minute(s) read

Fixed Income Strategy • March 27, 2025 • English

Carmignac Portfolio Credit is awarded best Fund in Europe by Lipper for the fourth year in a row

Our flagship credit strategy continues to provide superior risk-adjusted returns.

Emerging equities • March 25, 2025 • English

Southeast Asia: A powerhouse in the making

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

Fixed Income Strategy • March 3, 2025 • English

Fixed income target maturity funds: The story continues with Carmignac Credit 2031

Given the success of this franchise launched in 2020, we are expanding our range with Carmignac Credit 2031.

European equities • February 24, 2025 • English

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

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.

5 minute(s) read