Strategies insights

Strategies insight

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Strategies insights • December 8, 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Strategies insights • April 24, 2024 • English

Carmignac P. Emergents: Letter from the Portfolio Managers

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

5 minute(s) read

Strategies insights • April 23, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 17, 2024 • English

Carmignac Portfolio Human Xperience celebrates its three-year anniversary

Carmignac Portfolio Human Xperience is a thematic fund that aims to have a positive contribution to society by investing in companies that stand out for their positive customer and employee experiences.

5 minute(s) read

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Strategies insights • April 17, 2024 • English

Carmignac Investissement: Letter from the Fund Manager

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

2 minute(s) read

Strategies insights • April 15, 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 12, 2024 • English

Carmignac Merger Arbitrage: Q1 2024 - Letter from the Portfolio Managers

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

4 minute(s) read

Strategies insights • April 12, 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • April 12, 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • April 11, 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • April 10, 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

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

2 minute(s) read