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Thematic equities • July 17, 2025 • English

Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction

One year after the launch of Carmignac Portfolio Tech Solutions, how to assess our approach to technology sector equities?

3 minute(s) read

Thematic equities • April 17, 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

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Global equities • April 17, 2024 • English

Carmignac Investissement: Letter from the Fund Manager

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

2 minute(s) read

Alternative Strategy • April 17, 2024 • English

4 reasons why 2024 is a turning point for Merger Arbitrage strategies

Since the end of 2023, headwinds to corporate confidence are reversing and all the drivers of the recovery are already in place for 2024.

2 minute(s) read

Alternative Strategy • April 16, 2024 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

6 minute(s) read

Patrimoine Strategy • April 15, 2024 • English

Carmignac 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

Fixed Income Strategy • April 15, 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

Alternative Strategy • April 12, 2024 • English

Carmignac Merger Arbitrage: 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 • April 12, 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

Fixed Income Strategy • April 12, 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

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

5 minute(s) read

European equities • April 11, 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