Strategies insights

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Strategies insights • 30 March 2026 • English

Carmignac Portfolio 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 • 29 April 2024 • English

Quarterly Reports: First Quarter 2024

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

1 minute(s) read

Strategies insights • 23 April 2024 • English

Carmignac Portfolio Grandchildren: 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 • 17 April 2024 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 17 April 2024 • English

Carmignac Portfolio Human Xperience celebrates its three-year anniversary

Carmignac Portfolio Human Xperience is a thematic fund that aims to have a positive contribution to society by investing in companies that stand out for their positive customer and employee experiences.

5 minute(s) read