Strategies insights

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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 • December 3, 2024 • English

Carmignac Patrimoine celebrates 35 years

Find out how our flagship diversified strategy, Carmignac Patrimoine, remains an appealing solution today as it was 35 years ago.

1 minute(s) read

Strategies insights • November 14, 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

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

2 minute(s) read

Strategies insights • November 13, 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read

Strategies insights • November 6, 2024 • English

Carmignac target maturity fixed income funds: The story has just begun

Since the bond crisis of 2022, credit markets have emerged as the big winners in the fixed-income spectrum. Now is the time to take stock and look ahead to the future of this asset class.

4 minute(s) read

Strategies insights • October 29, 2024 • English

Quarterly Reports: Third Quarter 2024

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

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Strategies insights • October 28, 2024 • English

35 years in the global equity arena, many more ahead

Find out how our flagship global equity fund, Carmignac Investissement, remains an appealing solution today as it was 35 years ago.

1 minute(s) read

Strategies insights • October 15, 2024 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • October 15, 2024 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • October 14, 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • October 12, 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read