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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

Fixed Income • January 13, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

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Global equities • January 13, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2024.

2 minute(s) read

Global equities • January 13, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Patrimoine Strategy • January 9, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Global equities • December 18, 2024 • English

Carmignac Portfolio Grandchildren: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies, companies also need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Alternative Strategy • November 14, 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

2 minute(s) read

European equities • November 13, 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read

Fixed Income • November 6, 2024 • English

Carmignac target maturity fixed income funds: The story has just begun

Since the bond crisis of 2022, credit markets have emerged as the big winners in the fixed-income spectrum. Now is the time to take stock and look ahead to the future of this asset class.

4 minute(s) read

Market Analysis • October 29, 2024 • English

Quarterly Reports: Third Quarter 2024

Find out our views and positioning on our funds for the third quarter of 2024.

Global equities • October 28, 2024 • English

35 years in the global equity arena, many more ahead

Find out how our flagship global equity fund, Carmignac Investissement, remains an appealing solution today as it was 35 years ago.

1 minute(s) read