Strategies insights

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Strategies insights • October 21, 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Manager - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

2 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac P. Credit: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

2 minute(s) read

Strategies insights • October 9, 2026 • English

AI hardware: Slowing down? Not so fast.

The next phase of AI hardware: Insights from Carmignac Investissement and Carmignac Portfolio Tech Solutions.

5 minute(s) read

Strategies insights • October 9, 2026 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

4 minute(s) read

Strategies insights • October 8, 2026 • English

Carmignac Sécurité: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read

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Strategies insights • October 8, 2026 • English

Carmignac Portfolio Investissement: Letter from the Fund Manager - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read

Strategies insights • September 15, 2026 • English

Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe

Discover a high-conviction European equity strategy that looks beyond traditional investment styles and sectors to capture new opportunities and identify tomorrow’s leaders.

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 • July 23, 2026 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

5 minute(s) read

Strategies insights • July 21, 2026 • English

Quarterly Reports: Second Quarter 2026

Find out our views and positioning on our funds for the second quarter of 2026.

1 minute(s) read