Strategies insights

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

While excess inflation is generally considered harmful for financial assets, we advocate that a flexible bond strategy can take advantage of this type of adverse scenario.

Our flagship credit strategy continues to provide superior risk-adjusted returns.

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.

Stretched equity valuations and political uncertainties should not overshadow the long-term potential of global equities.

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

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

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