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 • 23 December 2024 • English

FP Carmignac Global Equity Compounders: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies in response to societal issues and changing lifestyles, so too do companies need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Strategies insights • 14 November 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

2 minute(s) read

Strategies insights • 6 November 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read

Strategies insights • 5 November 2024 • English

Quality and Sustainable Investment: Chicken or Egg

Quality and sustainable investments are deeply connected, even though the exact causal link between them remains unclear. Explore Carmignac’s perspective on this relationship.

3 minute(s) read