Strategies insights

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Strategies insights • October 16, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • October 30, 2020 • English

Carmignac Patrimoine: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • October 30, 2020 • English

Carmignac P. Unconstrained Euro Fixed Income: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

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Strategies insights • October 30, 2020 • English

Carmignac Investissement: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • September 23, 2020 • English

Bond Fund of the Month: Carmignac P. Unconstrained Euro Fixed Income

Follow us at the heart of our portfolio construction.

4 minute(s) read

Strategies insights • August 31, 2020 • English

What are the benefits of a long-short approach?

For investors seeking equity exposure but looking for a better downside risk mitigation

3 minute(s) read

Strategies insights • July 30, 2020 • English

Carmignac Patrimoine: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Strategies insights • July 30, 2020 • English

Carmignac Sécurité: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Strategies insights • July 30, 2020 • English

Carmignac Investissement: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

4 minute(s) read

Strategies insights • July 2, 2020 • English

Carmignac Patrimoine: a vision for the long term

INVESTING FOR TOMORROW | In order to safely navigate turbulent markets, it is crucial to be able to identify and take advantage of major long-term trends.

1 minute(s) read

Strategies insights • June 25, 2020 • English

Carmignac Patrimoine: flexible management is (still) the watchword

INVESTING FOR TOMORROW | The times are changing, and financial markets are no exception to the rule. Investors therefore have a crucial need for responsiveness to be able to adapt to and take full advantage of those changes.

3 minute(s) read