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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

Thematic equities • July 17, 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

2 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • July 15, 2025 • English

Carmignac Investissement: Letter from the Fund Manager - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Market Analysis • July 14, 2025 • English

Quarterly Reports: Second Quarter 2025

Find out our views and positioning on our funds for the second quarter of 2025.

Global equities • July 14, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

European equities • July 14, 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Fixed Income Strategy • July 11, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Fixed Income Strategy • July 11, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

2 minute(s) read

Fixed Income Strategy • July 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Fixed Income Strategy • July 10, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

4 minute(s) read

European equities • July 8, 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read