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 • 11 October 2023 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2023.

Strategies insights • 11 October 2023 • English

FP Carmignac European Leaders: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2023

Awards • 4 October 2023 • English

Carmignac Portfolio Grande Europe is Best Sustainable European Equity Fund

Carmignac awarded by Investment Week

2 minute(s) read

Strategies insights • 22 September 2023 • English

Artificial intelligence: not just a tech phenomenon

Artificial intelligence (AI) has been around for many years now. It is already widely adopted in all areas of business and everyday life.

4 minute(s) read

Strategies insights • 23 August 2023 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2023.

4 minute(s) read

Strategies insights • 28 July 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2023.

5 minute(s) read

Strategies insights • 28 July 2023 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2023.

5 minute(s) read

Strategies insights • 26 July 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2023.

5 minute(s) read

Strategies insights • 26 July 2023 • English

Carmignac European Long Short Equity: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2023

6 minute(s) read

Strategies insights • 19 July 2023 • English

FP Carmignac Global Equity Compounders celebrates its three-year anniversary

This milestone provides a chance to reflect upon the fund's key defining characteristics.

4 minute(s) read