Strategies insights

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Strategies insights • November 21, 2025 • English

III. Off the beaten path approach of Carmignac Investissement

Emerging Markets - left out of the index game.

4 minute(s) read

Strategies insights • November 7, 2025 • English

The End of the Great Moderation: Redefining Multi-Asset Investing

Carmignac Patrimoine demonstrates how flexibility, active management, and macro insight can benefit investors in a world reshaped by inflation and volatility.

1 minute(s) read

Strategies insights • November 6, 2025 • English

II. Off the beaten path approach of Carmignac Investissement

Unlocking the full potential of value chains.

4 minute(s) read

Strategies insights • October 24, 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

Speakers : Xavier Hovasse, Naomi Waistell

5 minute(s) read

Strategies insights • October 23, 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

Speakers : Obe Ejikeme

5 minute(s) read

Strategies insights • October 23, 2025 • English

I. Off the beaten path approach of Carmignac Investissement

Seeking the unseen in small and mid caps.

3 minute(s) read

Strategies insights • October 21, 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

Speakers : Kristofer Barrett

3 minute(s) read

Strategies insights • October 20, 2025 • English

Quarterly Reports: Third Quarter 2025

Find out our views and positioning on our funds for the third quarter of 2025.

Strategies insights • October 16, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

Speakers : Mark Denham, Obe Ejikeme

3 minute(s) read

Strategies insights • October 16, 2025 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

Speakers : Frédéric Leroux, Christophe Moulin, Pierre-Edouard Bonenfant

2 minute(s) read

Strategies insights • October 16, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

Speakers : Eliezer Ben Zimra, Guillaume Rigeade, Kristofer Barrett, Jacques Hirsch

3 minute(s) read