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 • 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

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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