Strategies insights

Strategies insight

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Strategies insights • 8 December 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Strategies insights • 15 April 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

4 minute(s) read

Strategies insights • 15 April 2024 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

3 minute(s) read

Strategies insights • 12 April 2024 • English

Carmignac P. Merger Arbitrage Plus: Q1 2024 - Letter from the Portfolio Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

4 minute(s) read

Strategies insights • 12 April 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2024.

4 minute(s) read

Strategies insights • 11 April 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2024.

3 minute(s) read

Sun piercing through the clouds

Strategies insights • 2 April 2024 • English

FP Carmignac European Leaders: A strong start of the year

Since the beginning of the year, FP Carmignac European Leaders has outperformed its benchmark.

3 minute(s) read

Awards • 18 March 2024 • English

Our Merger Arbitrage strategy wins ‘Best new launch’ award

Carmignac wins UCITS Hedge Awards 2024.

1 minute(s) read

Awards • 11 March 2024 • English

Best ESG Alternative Fund award goes to Carmignac

ESG Champions 2024

1 minute(s) read

Strategies insights • 27 February 2024 • English

Latin America: a fresh start?

Following a recent research trip, Xavier Hovasse, Fund Manager and Head of Emerging Equities, retains conviction that the region can drive returns for the wider EM equity asset class.

10 minute(s) read

Strategies insights • 20 February 2024 • English

Seeking diversification

Integrating alternative strategies not only offers a compelling way to incorporate defensive features into a core portfolio over the long term, but also serves as a great diversification tool to ensure smoother sailing.

8 minute(s) read