Strategies insights

Strategies insight

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Strategies insights • March 2, 2026 • English

Rethinking private equity for today's investors

Private equity, the Carmignac way: evergreen structure, disciplined allocation and broader investor access.

Strategies insights • April 18, 2024 • English

Carmignac Sécurité: 35 years of regular returns and limited volatility

Over the past 35 years, the Fund remained loyal to its core philosophy while demonstrating its ability to adapt to the market environment.

2 minute(s) read

Strategies insights • April 18, 2024 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 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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Strategies insights • 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

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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