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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

Fixed Income Strategy • December 16, 2022 • English

3 Reasons why to invest in Emerging Market Debt

1 minute(s) read

Fixed Income Strategy • December 1, 2022 • English

Sky-high inflation and volatility spell exciting times for global bond funds

Abdelak Adjriou reveals why fixed income is at a turning point in a behind-the-scenes interview with Frank Talbot, Head of Investment Research at Citywire

Thematic equities • November 8, 2022 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Thematic equities • November 2, 2022 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Emerging equities • November 1, 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

7 minute(s) read

Patrimoine Strategy • November 1, 2022 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

6 minute(s) read

Emerging equities • November 1, 2022 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Alternative Strategy • October 28, 2022 • English

European Long Short Equity: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Global equities • October 24, 2022 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

European equities • October 17, 2022 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read