Strategies insights

Strategies insight

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Strategies insights • October 30, 2025 • English

Making flexibility the cornerstone of your bond portfolio

From theory to practice: discover how Carmignac Portfolio Flexible Bond leverages its agile approach.

Strategies insights • April 16, 2025 • English

Quality: your compass in an uncertain world

Carmignac Portfolio Grandchildren: A global equity Fund supported by reinvestment

Strategies insights • April 16, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 16, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

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Strategies insights • April 14, 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 14, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

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

Strategies insights • April 14, 2025 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

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Strategies insights • April 14, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

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

Strategies insights • April 11, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 8, 2025 • English

Inflationary resurgence: Bad news or an investment opportunity?

While excess inflation is generally considered harmful for financial assets, we advocate that a flexible bond strategy can take advantage of this type of adverse scenario.

4 minute(s) read