Strategies insights

Strategies insight

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Strategies insights • December 3, 2025 • English

Carmignac Portfolio Tech Solutions at the time of the AI revolution

As concerns about a potential artificial intelligence bubble continue to grow, investors are asking themselves: are AI companies overvalued?

2 minute(s) read

Strategies insights • December 2, 2020 • English

Focus on credit: what if fear created opportunities?

Check out this exclusive interview with Pierre Verlé on the implications of the expected rise in company default rates in the current crisis.

1 minute(s) read

Strategies insights • November 16, 2020 • English

Bond Fund of the Month: Carmignac Sécurité

Discover how Carmignac Sécurité has been able to navigate the bond markets in 2020

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • November 16, 2020 • English

Carmignac Investissement: Overtaking its reference indicator over 3 years

David Older’s nomination at the helm of the Fund was the beginning of a new chapter for the strategy

2 minute(s) read

Strategies insights • November 12, 2020 • English

Carmignac Patrimoine: The advantages of investing across the capital structure

An asset allocation fund can really stand out if the Fund managers think of the portfolio construction as a whole, and leverage on each other’s perspective.

3 minute(s) read

Strategies insights • November 10, 2020 • English

Fixed Income Update

Prepared for the New Wave - Discover our views by region and our positioning in this “lower rate for longer” environment

2 minute(s) read