Strategies insights

Find out our views and positioning on the Fund for the fourth quarter of 2023.

Find out our views and positioning on the Fund for the fourth quarter of 2023.

Find out our views and positioning on the Fund for the fourth quarter of 2023.

Find out our views and positioning on the Fund for the fourth quarter of 2023.

Find out our views and positioning on the Fund for the fourth quarter of 2023.

Find out our views and positioning on the Fund for the fourth quarter of 2023.

Find out our views and positioning on the Fund for the fourth quarter of 2023.

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance.

The various episodes of stress on bond markets over the last twenty years have provided an opportunity for active management to shine. The change in the interest rate regime provides a good opportunity to reflect on the consequences and implications for fixed income investors.

When considering long-term investments, the notion of a quality company is frequently mentioned. Nevertheless, defining it accurately can prove challenging.