Strategies insights

The re-opening path will be bumpy but will offer opportunities for both stock and bond pickers, thus we will try to maintain a balanced portfolio construction across asset classes, risk factors, and time horizons

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

Our Funds have been rewarded for their performance

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

Find out our views and positioning on the Fund

Find out our views and positioning on the Fund

Find out our views and positioning on the Fund

Find out our views and positioning on the Fund

Find out our views and positioning on the Fund

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