Strategies insights

Strategies insight

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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

[Background image] [CI] Blue sky and buildings

Strategies insights • 9 April 2021 • English

Data: the new commodity

Is data the oil of the 21st century? Carmignac explores opportunities to invest in companies that dig, refine and use this new commodity.

3 minute(s) read

Strategies insights • 2 April 2021 • English

Take advantage of Emerging Markets with Carmignac Emergents

Our flagship Emerging Market (EM) equity fund that combines our EM expertise since 1989 with our responsible investment credentials.

3 minute(s) read

Strategies insights • 2 April 2021 • English

The increasing influence of Emerging Markets

Since the early 1980s, the economic and financial influence of Emerging Markets has grown dramatically, and this trend is set to continue.

2 minute(s) read

Strategies insights • 5 February 2021 • English

Europe: Opportunities amid complexity

It is always the right time to invest in Europe, if you have the right approach. Listen to our Fund Managers’ insights and outlook for 2021.

1 minute(s) read

Strategies insights • 2 February 2021 • English

Carmignac Portfolio Grande Europe: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

3 minute(s) read

Strategies insights • 2 February 2021 • English

Carmignac Sécurité: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • 2 February 2021 • English

Carmignac Emergents: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

5 minute(s) read

Strategies insights • 4 January 2021 • English

Carmignac Portfolio Patrimoine Europe receives the ‘Towards Sustainability’ label

This multi-asset European fund is the sixth fund in our range to receive this label in recognition of its commitment to responsible investing.

1 minute(s) read

Strategies insights • 2 December 2020 • English

Focus on credit: what if fear created opportunities?

Check out this exclusive interview with Pierre Verlé on the implications of the expected rise in company default rates in the current crisis.

1 minute(s) read

Strategies insights • 16 November 2020 • English

Bond Fund of the Month: Carmignac Sécurité

Discover how Carmignac Sécurité has been able to navigate the bond markets in 2020

4 minute(s) read