Strategies insights

Strategies insight

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Strategies insights • August 19, 2026 • English

Inflation: Back to the future

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

Strategies insights • June 3, 2025 • English

New world, new rules: Agility put to the test by Trump 2.0

Carmignac Patrimoine: When agility rhymes with performance.

4 minute(s) read

Strategies insights • May 28, 2025 • English

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

Towards a paradigm shift for the eurozone, preventing a return to the zero interest rates of the last decade.

3 minute(s) read

Strategies insights • May 27, 2025 • English

Why you (too) should invest in private equity and add it to your portfolio: Illustrated in 5 charts

Discover the benefits of investing in private equity and how it can offer significant diversification and potential returns to your portfolio.

2 minute(s) read

Strategies insights • May 20, 2025 • English

Behind the deals: Our private equity experts answer your questions

Our private equity experts answer the most frequently asked questions received from investors, who are keen to add this attractive asset class to their portfolios.

4 minute(s) read

Strategies insights • April 28, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

2 minute(s) read

Strategies insights • April 23, 2025 • English

Carmignac Private Evergreen: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • April 22, 2025 • English

Factors fueling the growth of secondary markets

Secondary markets are benefiting from the current macroeconomic context and the structural needs from private equity firms.

1 minute(s) read

Strategies insights • April 17, 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • April 17, 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • April 17, 2025 • English

Quarterly Reports: First Quarter 2025

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