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 • 14 November 2023 • English

Carmignac Portfolio Merger Arbitrage: Letter from the Fund Managers

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

Strategies insights • 24 October 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

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

Strategies insights • 23 October 2023 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

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

Strategies insights • 19 October 2023 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

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

Strategies insights • 17 October 2023 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

Strategies insights • 13 October 2023 • English

Carmignac Sécurité: Letter from the Fund Manager

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

Strategies insights • 13 October 2023 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

Strategies insights • 12 October 2023 • English

A Fund focused on Compounders

We are convinced that, as investors, it is our responsibility to create both financial and extra-financial value for our clients through a sustainable approach.

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Strategies insights • 12 October 2023 • English

Carmignac P. Global Bond: Letter from the Fund Managers

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

Strategies insights • 11 October 2023 • English

Carmignac P. Credit: Letter from the Fund Managers

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