Strategies insights

Strategies insight

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European equities • 7 July 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Thematic equities • 1 August 2022 • English

Carmignac Portfolio Family Governed is celebrating its three-year anniversary

Investing in family-owned companies presents a solid investment thesis as it aligns the owners’ and shareholders’ interests as they are themselves personally involved.

3 minute(s) read

Global equities • 1 August 2022 • English

Carmignac Portfolio Grandchildren is celebrating its three-year anniversary

Carmignac Portfolio Grandchildren is designed to cover several generations by investing in “quality companies”.

2 minute(s) read

Thematic equities • 28 July 2022 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

5 minute(s) read

Thematic equities • 26 July 2022 • English

Carmignac Portfolio Green Gold : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2022.

7 minute(s) read

Emerging equities • 26 July 2022 • English

Carmignac China New Economy : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2022.

7 minute(s) read

Global equities • 25 July 2022 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Manager

3 minute(s) read

Global equities • 25 July 2022 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2022.

4 minute(s) read

Emerging equities • 25 July 2022 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2022.

5 minute(s) read

Thematic equities • 25 July 2022 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2022.

5 minute(s) read

Emerging equities • 25 July 2022 • English

FP Carmignac Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2022.

4 minute(s) read