Strategies insights

Strategies insight

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Alternative Strategy • August 27, 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • November 21, 2023 • English

A Fund geared for a changing world

Since its creation in 1989 by Edouard Carmignac, Carmignac Investissement seeks to identify long-term trends in a changing world and seize global equity market opportunities.

Fixed Income • November 14, 2023 • English

Target maturity bond funds in the spotlight

Target maturity bond funds combine the characteristics of bonds* with the diversification and selectivity of a traditional fixed income fund.

4 minute(s) read

Alternative Strategy • November 14, 2023 • English

Carmignac Portfolio Merger Arbitrage: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.

Emerging equities • October 24, 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.

Thematic equities • October 23, 2023 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2023.

Alternative Strategy • October 23, 2023 • 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 2023.

Thematic equities • October 23, 2023 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2023.

Thematic equities • October 20, 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2023.

Alternative Strategy • October 19, 2023 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.

Fixed Income • October 17, 2023 • English

Carmignac P. EM Debt: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2023.