Strategies insights

A flexible investment approach and cautious portfolio construction enabled us to take rising yields in our stride.

We stick to our long-standing investment focus on secular growth companies and to seize opportunities to add new names.

The re-opening path will be bumpy but will offer opportunities for both stock and bond pickers, thus we will try to maintain a balanced portfolio construction across asset classes, risk factors, and time horizons

We maintain a liquid and solid portfolio of strong conviction investments, diversified in terms of geography, sectors and themes.

On 31 March 2021, the Fund celebrated its 10th anniversary. (Re)Discover the features which make this Emerging Market allocation fund so unique.

Our Funds have been rewarded for their performance

Is data the oil of the 21st century? Carmignac explores opportunities to invest in companies that dig, refine and use this new commodity.

Since the early 1980s, the economic and financial influence of Emerging Markets has grown dramatically, and this trend is set to continue.

It is always the right time to invest in Europe, if you have the right approach. Listen to our Fund Managers’ insights and outlook for 2021.

Discover how the Patrimoine solution became a permanent component of wealth management for investors across Europe.