Strategies insights

Strategies insight

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Strategies insights • 15 September 2026 • English

Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe

Discover a high-conviction European equity strategy that looks beyond traditional investment styles and sectors to capture new opportunities and identify tomorrow’s leaders.

Strategies insights • 5 August 2024 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 22 July 2024 • English

Quarterly Reports: Second Quarter 2024

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

Strategies insights • 18 July 2024 • English

How credit can optimise risk & return payoffs in Global Fixed Income Portfolio

Abdelak Adrjiou, manager of Global Bond and Emerging Market Debt portfolios, continues to advocate active credit selection and management to optimise returns and manage risk within his funds.

4 minute(s) read

Strategies insights • 12 July 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 12 July 2024 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers

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

Strategies insights • 12 July 2024 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 10 July 2024 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Portfolio Managers

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

8 minute(s) read

Strategies insights • 10 July 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

3 minute(s) read

Sun piercing through the clouds

Strategies insights • 10 July 2024 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 4 July 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read