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Carmignac

INSIGHTS

Carmignac's Note
Long live August!
The biggest surprise in recent quarters has certainly been the resilience of the US economy.
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08.09.2023
Carmignac's Note
Long live August!
The biggest surprise in recent quarters has certainly been the resilience of the US economy.
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08.09.2023
Flash Note
2nd quarter 2023: our active stewardship illustrated
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01.09.2023
Flash Note
2nd quarter 2023: our active stewardship illustrated
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01.09.2023
Flash Note
Carmignac Portfolio Grandchildren celebrates its four-year anniversary
Carmignac Portfolio Grandchildren adopts a long-term vision by investing in high-quality companies in developed markets through a sustainable approach.
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03.08.2023
Flash Note
Carmignac Portfolio Grandchildren celebrates its four-year anniversary
Carmignac Portfolio Grandchildren adopts a long-term vision by investing in high-quality companies in developed markets through a sustainable approach.
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03.08.2023
Quarterly Report
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Quarterly Report
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Quarterly Report
Carmignac Portfolio Family Governed: Letter from the Fund Manager
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Quarterly Report
Carmignac Portfolio Family Governed: Letter from the Fund Manager
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Quarterly Report
Carmignac Portfolio Climate Transition: Letter from the Fund Manager
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Quarterly Report
Carmignac Portfolio Climate Transition: Letter from the Fund Manager
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Quarterly Report
Carmignac Portfolio Human Xperience: Letter from the Fund Manager
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Quarterly Report
Carmignac Portfolio Human Xperience: Letter from the Fund Manager
Find out our views and positioning on the Fund for the second quarter of 2023.
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28.07.2023
Carmignac's Note
Can one be right too soon?
A quality bias in equity selection appears to be the best approach to achieve asymmetry.
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27.07.2023
Carmignac's Note
Can one be right too soon?
A quality bias in equity selection appears to be the best approach to achieve asymmetry.
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27.07.2023
Letter from Edouard Carmignac
Edouard Carmignac's Letter
July 2023
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Letter from Edouard Carmignac
Edouard Carmignac's Letter
July 2023
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Flash Note
Our environmental expectations through Climate
Discover our views and expectations on Climate presented by Lloyd McAllister, our Head of Sustainable Investment.
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17.07.2023
Flash Note
Our environmental expectations through Climate
Discover our views and expectations on Climate presented by Lloyd McAllister, our Head of Sustainable Investment.
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17.07.2023
Flash Note
Our social expectations through Empowerment
Discover our views and expectations on Empowerment presented by Maxime Carmignac, our Managing Director of Carmignac UK.
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17.07.2023
Flash Note
Our social expectations through Empowerment
Discover our views and expectations on Empowerment presented by Maxime Carmignac, our Managing Director of Carmignac UK.
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17.07.2023
Flash Note
Our governance expectations through Leadership
Discover our views and expectations on Leadership presented by Marion Plouhinec, our Senior ESG Analyst.
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17.07.2023
Flash Note
Our governance expectations through Leadership
Discover our views and expectations on Leadership presented by Marion Plouhinec, our Senior ESG Analyst.
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17.07.2023