Strategies insights

Strategies insight

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Strategies insights • March 2, 2026 • English

Rethinking private equity for today's investors

Private equity, the Carmignac way: evergreen structure, disciplined allocation and broader investor access.

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Strategies insights • April 28, 2021 • English

Carmignac Investissement: Letter from the Fund Manager

We maintain a liquid and solid portfolio of strong conviction investments, diversified in terms of geography, sectors and themes.

4 minute(s) read

Awards • April 15, 2021 • English

Carmignac awarded across asset classes by Lipper 2021

Our Funds have been rewarded for their performance

1 minute(s) read

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Strategies insights • April 9, 2021 • English

Data: the new commodity

Is data the oil of the 21st century? Carmignac explores opportunities to invest in companies that dig, refine and use this new commodity.

3 minute(s) read

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Strategies insights • February 2, 2021 • English

Carmignac Investissement: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • February 2, 2021 • English

Carmignac Portfolio Grande Europe: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

3 minute(s) read

Strategies insights • February 2, 2021 • English

Carmignac Sécurité: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read

Carmignac Patrimoine

Strategies insights • February 2, 2021 • English

Carmignac Patrimoine: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • February 2, 2021 • English

Carmignac Emergents: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

5 minute(s) read

Strategies insights • December 2, 2020 • English

Focus on credit: what if fear created opportunities?

Check out this exclusive interview with Pierre Verlé on the implications of the expected rise in company default rates in the current crisis.

1 minute(s) read

Strategies insights • November 16, 2020 • English

Bond Fund of the Month: Carmignac Sécurité

Discover how Carmignac Sécurité has been able to navigate the bond markets in 2020

4 minute(s) read