Strategies insights

Strategies insight

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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

Fixed Income Strategy • October 11, 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

European equities • October 11, 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

Alternative Strategy • October 9, 2024 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

Patrimoine Strategy • October 8, 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

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Global equities • October 8, 2024 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

5 minute(s) read

Global equities • October 8, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2024.

3 minute(s) read

Private Assets • October 8, 2024 • English

How evergreen funds are changing the game for private equity investors

Evergreen funds have revolutionised the private markets landscape finally granting long-overdue access to a wider range of investors.

2 minute(s) read

Global equities • August 28, 2024 • English

Quality and Sustainable Investment: Chicken or Egg

Quality and sustainable investments are deeply connected, even though the exact causal link between them remains unclear. Explore Carmignac’s perspective on this relationship.

3 minute(s) read

Alternative Strategy • August 22, 2024 • English

Carmignac Portfolio Long-Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2024.

Emerging equities • August 5, 2024 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2024.

3 minute(s) read