Strategies insights

Strategies insight

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European equities • 14 October 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

5 minute(s) read

Market Analysis • 29 April 2024 • English

Quarterly Reports: First Quarter 2024

Find out our views and positioning on our funds for the first quarter of 2024.

1 minute(s) read

Global equities • 23 April 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read

European equities • 17 April 2024 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

3 minute(s) read

Thematic equities • 17 April 2024 • English

Carmignac Portfolio Human Xperience celebrates its three-year anniversary

Carmignac Portfolio Human Xperience is a thematic fund that aims to have a positive contribution to society by investing in companies that stand out for their positive customer and employee experiences.

5 minute(s) read

Fixed Income Strategy • 15 April 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

4 minute(s) read

Patrimoine Strategy • 15 April 2024 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

Alternative Strategy • 12 April 2024 • English

Carmignac P. Merger Arbitrage Plus: Q1 2024 - Letter from the Portfolio Managers

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

4 minute(s) read

Fixed Income Strategy • 12 April 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

4 minute(s) read

European equities • 11 April 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

European equities • 2 April 2024 • English

FP Carmignac European Leaders: A strong start of the year

Since the beginning of the year, FP Carmignac European Leaders has outperformed its benchmark.

3 minute(s) read