Strategies insights

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Strategies insights • October 16, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

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Strategies insights • November 16, 2020 • English

Carmignac Investissement: Overtaking its reference indicator over 3 years

David Older’s nomination at the helm of the Fund was the beginning of a new chapter for the strategy

2 minute(s) read

Carmignac Patrimoine

Strategies insights • November 12, 2020 • English

Carmignac Patrimoine: The advantages of investing across the capital structure

An asset allocation fund can really stand out if the Fund managers think of the portfolio construction as a whole, and leverage on each other’s perspective.

3 minute(s) read

Strategies insights • November 10, 2020 • English

Fixed Income Update

Prepared for the New Wave - Discover our views by region and our positioning in this “lower rate for longer” environment

2 minute(s) read

Strategies insights • October 30, 2020 • English

Carmignac P. Unconstrained Credit: the Fund Manager's thought

Find out our views and positioning on the Fund

3 minute(s) read

Strategies insights • October 30, 2020 • English

Carmignac P. Grande Europe: the Fund Manager's thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • October 30, 2020 • English

Carmignac Sécurité: the Fund Manager’s thought

Find out our views and positioning on the Fund

3 minute(s) read

Carmignac Patrimoine

Strategies insights • October 30, 2020 • English

Carmignac Patrimoine: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • October 30, 2020 • English

Carmignac P. Unconstrained Euro Fixed Income: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

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Strategies insights • October 30, 2020 • English

Carmignac Investissement: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

[Main Media] [Funds Focus] CC25

Strategies insights • October 8, 2020 • English

Visibility and diversification: a solid combination for a new credit fund

Discover our new target date investment solution: Carmignac Credit 2025.

2 minute(s) read