Strategies insights

Strategies insight

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Strategies insights • 8 December 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Strategies insights • 11 July 2022 • English

Carmignac Sécurité: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • 11 July 2022 • English

Carmignac Patrimoine: Letter from the Fund Manager

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

7 minute(s) read

Strategies insights • 8 July 2022 • English

Carmignac P. Credit : Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 16 June 2022 • English

The main convictions of FP Carmignac Unconstrained Global Bond

7 minute(s) read

Strategies insights • 30 May 2022 • English

Investing today is all about flexibility and risk management

The three managers of our FP Carmignac Patrimoine explain how they cope with the current challenging environment

4 minute(s) read

Strategies insights • 16 May 2022 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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