Strategies insights

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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 • December 1, 2022 • English

Sky-high inflation and volatility spell exciting times for global bond funds

Abdelak Adjriou reveals why fixed income is at a turning point in a behind-the-scenes interview with Frank Talbot, Head of Investment Research at Citywire

Strategies insights • November 8, 2022 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Strategies insights • November 2, 2022 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Strategies insights • November 1, 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

7 minute(s) read

Strategies insights • November 1, 2022 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

6 minute(s) read

Strategies insights • November 1, 2022 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 28, 2022 • English

European Long Short Equity: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 24, 2022 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 17, 2022 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 17, 2022 • English

Carmignac P. EM Debt: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read