Strategies insights

Strategies insight

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Other • 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

Fixed Income • July 11, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers - Q2 2025

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

2 minute(s) read

Fixed Income • July 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

Fixed Income • July 10, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers - Q2 2025

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

4 minute(s) read

European equities • July 8, 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Patrimoine Strategy • June 3, 2025 • English

New world, new rules: Agility put to the test by Trump 2.0

Carmignac Patrimoine: When agility rhymes with performance.

4 minute(s) read

Fixed Income • May 28, 2025 • English

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

Towards a paradigm shift for the eurozone, preventing a return to the zero interest rates of the last decade.

3 minute(s) read

Private Assets • May 20, 2025 • English

Behind the deals: Our private equity experts answer your questions

Our private equity experts answer the most frequently asked questions received from investors, who are keen to add this attractive asset class to their portfolios.

4 minute(s) read

Fixed Income • May 19, 2025 • English

Eastern Building Blocs: Seeking opportunities in Bond Markets

Abdelak Adjriou and Alessandra Alecci consider investment prospects specifically for Poland, Hungary and Romania and despite the ongoing war in Ukraine.

7 minute(s) read

Fixed Income • April 28, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

2 minute(s) read

Thematic equities • April 28, 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

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

3 minute(s) read