Strategies insights

Strategies insight

Top Story

Alternative Strategy • August 27, 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

European equities • April 28, 2021 • English

Carmignac P. Grande Europe: Letter from the Fund Manager

We stick to our long-standing investment focus on secular growth companies and to seize opportunities to add new names.

4 minute(s) read

Patrimoine Strategy • April 28, 2021 • English

Carmignac Patrimoine: Letter from the Fund Managers

The re-opening path will be bumpy but will offer opportunities for both stock and bond pickers, thus we will try to maintain a balanced portfolio construction across asset classes, risk factors, and time horizons

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • April 28, 2021 • English

Carmignac Investissement: Letter from the Fund Manager

We maintain a liquid and solid portfolio of strong conviction investments, diversified in terms of geography, sectors and themes.

4 minute(s) read

Market Analysis • April 15, 2021 • English

Carmignac awarded across asset classes by Lipper 2021

Our Funds have been rewarded for their performance

1 minute(s) read

Global equities • April 9, 2021 • English

Data: the new commodity

Is data the oil of the 21st century? Carmignac explores opportunities to invest in companies that dig, refine and use this new commodity.

3 minute(s) read

Patrimoine Strategy • February 5, 2021 • English

Europe: Opportunities amid complexity

It is always the right time to invest in Europe, if you have the right approach. Listen to our Fund Managers’ insights and outlook for 2021.

1 minute(s) read

Global equities • February 2, 2021 • English

Carmignac Investissement: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read

European equities • February 2, 2021 • English

Carmignac Portfolio Grande Europe: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

3 minute(s) read

Fixed Income Strategy • February 2, 2021 • English

Carmignac Sécurité: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read

Patrimoine Strategy • February 2, 2021 • English

Carmignac Patrimoine: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read