Strategies insights

Strategies insight

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European equities • 14 October 2025 • English

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

5 minute(s) read

Private Assets • 9 October 2025 • English

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

2 minute(s) read

Thematic equities • 7 October 2025 • English

How to assess our approach to technology sector equities since the launch of Carmignac Portfolio Tech Solutions?

3 minute(s) read

Alternative Strategy • 27 August 2025 • English

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

Emerging equities • 25 July 2025 • English

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

3 minute(s) read

Patrimoine Strategy • 18 July 2025 • English

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

4 minute(s) read

Market Analysis • 14 July 2025 • English

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

European equities • 14 July 2025 • English

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

3 minute(s) read

Global equities • 14 July 2025 • English

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

3 minute(s) read

European equities • 14 July 2025 • English

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

3 minute(s) read

Fixed Income Strategy • 11 July 2025 • English

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

3 minute(s) read