Strategies insights

Strategies insight

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Strategies insights • August 19, 2026 • English

Inflation: Back to the future

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

Strategies insights • November 27, 2023 • English

Investing for future generations with Carmignac Portfolio Grandchildren

When considering long-term investments, the notion of a quality company is frequently mentioned. Nevertheless, defining it accurately can prove challenging.

6 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • November 21, 2023 • English

A Fund geared for a changing world

Since its creation in 1989 by Edouard Carmignac, Carmignac Investissement seeks to identify long-term trends in a changing world and seize global equity market opportunities.

Strategies insights • November 14, 2023 • English

Carmignac launches its third target maturity Fund

Carmignac expands its range of target maturity funds with the launch of Carmignac Credit 2029.

Strategies insights • November 14, 2023 • English

Target maturity bond funds in the spotlight

Target maturity bond funds combine the characteristics of bonds* with the diversification and selectivity of a traditional fixed income fund.

4 minute(s) read

Strategies insights • November 14, 2023 • English

Carmignac Portfolio Merger Arbitrage: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.

Strategies insights • October 24, 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.

Strategies insights • October 23, 2023 • 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 2023.

Strategies insights • October 23, 2023 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2023.

Strategies insights • October 20, 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2023.

Strategies insights • October 19, 2023 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.