Strategies insights

Strategies insight

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Private Assets • June 12, 2025 • English

A promising start for our private market evergreen strategy

Our private equity fund, which offers access to private companies for all professional investors, delivered a robust performance in its first year.

2 minute(s) read

Patrimoine Strategy • January 10, 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

8 minute(s) read

Fixed Income Strategy • January 10, 2024 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

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Global equities • January 10, 2024 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

7 minute(s) read

Global equities • January 10, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

Fixed Income Strategy • January 10, 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Global equities • December 8, 2023 • English

Building the world of tomorrow with Carmignac Portfolio Grandchildren

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance.

5 minute(s) read

Global equities • November 27, 2023 • English

Investing for future generations with Carmignac Portfolio Grandchildren

When considering long-term investments, the notion of a quality company is frequently mentioned. Nevertheless, defining it accurately can prove challenging.

6 minute(s) read

Alternative Strategy • November 14, 2023 • English

Carmignac Portfolio Merger Arbitrage: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.

Emerging equities • October 24, 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.

Alternative Strategy • October 23, 2023 • English

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

Find out our views and positioning on the Fund for the third quarter of 2023.