Strategies insights

Strategies insight

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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.

5 minute(s) read

Strategies insights • January 16, 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • January 16, 2024 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • January 11, 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

7 minute(s) read

Strategies insights • January 11, 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

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

7 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

8 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

6 minute(s) read

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Strategies insights • January 10, 2024 • English

Carmignac Investissement: Letter from the Fund Manager

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

7 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • December 8, 2023 • English

Building the world of tomorrow with Carmignac Portfolio Grandchildren

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance.

5 minute(s) read