Strategies insights

Strategies insight

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Strategies insights • February 26, 2026 • English

View on rates: Uneven policies, selective duration

After synchronised monetary easing, fiscal dominance and sticky inflation drive policy divergence, calling for selective duration across markets.

7 minute(s) read

Strategies insights • January 17, 2025 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

2 minute(s) read

Strategies insights • January 17, 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • January 17, 2025 • English

Quarterly Reports: Fourth Quarter 2024

Find out our views and positioning on our funds for the fourth quarter of 2024.

Strategies insights • January 14, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

Strategies insights • January 14, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

2 minute(s) read

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Strategies insights • January 13, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2024.

2 minute(s) read

Strategies insights • January 13, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

Strategies insights • January 13, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • January 9, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • December 18, 2024 • English

Carmignac Portfolio Grandchildren: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies, companies also need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read