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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

European equities • 9 May 2022 • English

Carmignac P. Grande Europe: Letter from the Fund Manager

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

5 minute(s) read

Patrimoine Strategy • 3 May 2022 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

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

5 minute(s) read

Emerging equities • 2 May 2022 • English

Carmignac Emergents: Letter from the Fund Managers

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

6 minute(s) read

Patrimoine Strategy • 28 April 2022 • English

Breaking down European stereotypes: Carmignac Portfolio Patrimoine Europe

Keith Ney and Mark Denham talk about their successful European multi-asset Fund

4 minute(s) read

Fixed Income Strategy • 26 April 2022 • English

Carmignac Sécurité : Letter from the Fund Manager

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

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • 26 April 2022 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and Fund positioning for the first quarter of 2022

9 minute(s) read

Patrimoine Strategy • 10 April 2022 • English

Carmignac Patrimoine : Letter from the Fund Managers

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

5 minute(s) read

Corporate • 7 February 2022 • English

Carmignac launches UK-model portfolios

Carmignac launches risk-controlled model portfolios, designed to cater to investment objectives and risk appetites of different types of investors.

2 minute(s) read

Fixed Income Strategy • 4 February 2022 • English

Carmignac Sécurité : Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2021

4 minute(s) read

Global equities • 25 January 2022 • English

Five reasons to retain an interest in fintechs

Supported by consumers’ digitalisation, fintech growth should continue over the coming years.

3 minute(s) read