Strategies insights

Strategies insight

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European equities • 14 May 2025 • English

Europe: From Doghouse to Powerhouse

Europe is undergoing profound change and fast changing dynamics on the Old Continent suggest a new era of economic expansion is upon us and the opportunities it presents are significant.

7 minute(s) read

Fixed Income Strategy • 8 May 2025 • English

Eastern Building Blocs: Seeking opportunities in Bond Markets

Abdelak Adjriou, Fund manager of FP Carmignac Global Bond, explains us the opportunities he is seeing in Poland, Hungary and Romania, despite the ongoing war in Ukraine.

7 minute(s) read

Fixed Income Strategy • 28 April 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

Thematic equities • 28 April 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

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

3 minute(s) read

Fixed Income Strategy • 28 April 2025 • English

FP Carmignac Global Bond: Letter from the Fund Manager

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

Private Assets • 23 April 2025 • English

Carmignac Private Evergreen: Letter from the Fund Managers

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

Private Assets • 22 April 2025 • English

Factors fueling the growth of secondary markets

Secondary markets are benefiting from the current macroeconomic context and the structural needs from private equity firms.

Market Analysis • 17 April 2025 • English

Quarterly Reports: First Quarter 2025

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

European equities • 17 April 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

European equities • 17 April 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

3 minute(s) read

Patrimoine Strategy • 17 April 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

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

3 minute(s) read