Strategies insights

Top Story

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 • October 17, 2022 • English

Carmignac P. EM Debt: Letter from the Fund Manager

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

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • October 14, 2022 • English

Carmignac Investissement: Letter from the Fund Manager

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

5 minute(s) read

Fixed Income Strategy • October 13, 2022 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

4 minute(s) read

Fixed Income Strategy • October 13, 2022 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

4 minute(s) read

Patrimoine Strategy • October 12, 2022 • English

Carmignac 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

Patrimoine Strategy • October 12, 2022 • English

Carmignac Portfolio Patrimoine 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

Fixed Income Strategy • October 11, 2022 • English

Carmignac P. Credit: Letter from the Fund Managers

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

4 minute(s) read

Fixed Income Strategy • October 11, 2022 • English

Carmignac Sécurité: Letter from the Fund Manager

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

6 minute(s) read

Thematic equities • August 1, 2022 • English

Carmignac Portfolio Family Governed is celebrating its three-year anniversary

Investing in family-owned companies presents a solid investment thesis as it aligns the owners’ and shareholders’ interests as they are themselves personally involved.

3 minute(s) read

Global equities • August 1, 2022 • English

Carmignac Portfolio Grandchildren is celebrating its three-year anniversary

Carmignac Portfolio Grandchildren is designed to cover several generations by investing in “quality companies”.

2 minute(s) read