Strategies insights

Strategies insight

Top Story

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

Patrimoine Strategy • January 13, 2023 • English

Carmignac Patrimoine: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • January 13, 2023 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

4 minute(s) read

Fixed Income • January 13, 2023 • English

Carmignac Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

5 minute(s) read

Fixed Income • January 12, 2023 • English

Carmignac Portfolio Flexible Bond : Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2022

4 minute(s) read

Fixed Income • January 11, 2023 • English

Carmignac Sécurité: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

6 minute(s) read

Patrimoine Strategy • January 11, 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

5 minute(s) read

Fixed Income • January 11, 2023 • English

Carmignac P. Credit : Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2022

4 minute(s) read

Fixed Income • January 11, 2023 • English

Carmignac P. EM Debt: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

4 minute(s) read

Fixed Income • December 16, 2022 • English

3 Reasons why to invest in Emerging Market Debt

1 minute(s) read

Fixed Income • December 1, 2022 • English

Sky-high inflation and volatility spell exciting times for global bond funds

Abdelak Adjriou reveals why fixed income is at a turning point in a behind-the-scenes interview with Frank Talbot, Head of Investment Research at Citywire