Strategies insights

Find out every quarter our views and positioning on the Fund

Find out every quarter our views and positioning on the Fund

INVESTING FOR TOMORROW | In order to safely navigate turbulent markets, it is crucial to be able to identify and take advantage of major long-term trends.

INVESTING FOR TOMORROW | The times are changing, and financial markets are no exception to the rule. Investors therefore have a crucial need for responsiveness to be able to adapt to and take full advantage of those changes.

Covid-19: Europe struggling to bounce back

Although very early and difficult to assess and quantify the full impact of Covid-19, find out our views and positioning on emerging markets.

Discover the approach of Mark Denham to European Equities, awarded by Citywire.

Towards an acceleration of major disruptive trends after the crisis?

Listen to our Fixed Income Management Team talk about Carmignac’s unconstrained approach, designed to navigate through challenging market environments.

A constructive but bumpy road for equities. In 2020, investors would be wiser to follow a truly active approach as opposed to a trend-based one.