[Header] [Insights] Architectural plan and compass

INSIGHTS

Quarterly Report
Quarterly Reports: Second Quarter 2024
Find out our views and positioning on our funds for the second quarter of 2024
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22.07.2024
Quarterly Report
Quarterly Reports: Second Quarter 2024
Find out our views and positioning on our funds for the second quarter of 2024
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22.07.2024
Flash Note
Carmignac - H2 2024 Outlook
Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.
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11.06.2024
Flash Note
Carmignac - H2 2024 Outlook
Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.
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11.06.2024
Quarterly Report
Quarterly Reports: First Quarter 2024
Find out our views and positioning on our funds for the first quarter of 2024.
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Quarterly Report
Quarterly Reports: First Quarter 2024
Find out our views and positioning on our funds for the first quarter of 2024.
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Video
Our macroeconomic scenario
Our market perspectives for 2024
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30.01.2024
Video
Our macroeconomic scenario
Our market perspectives for 2024
Watch the video
30.01.2024
Quarterly Report
Quarterly Reports: Fourth Quarter 2023
Find out our views and positioning on our funds for the fourth quarter of 2023.
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29.01.2024
Quarterly Report
Quarterly Reports: Fourth Quarter 2023
Find out our views and positioning on our funds for the fourth quarter of 2023.
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29.01.2024
Flash Note
Carmignac – H1 2024 Outlook
The slow landing of the economy over the first half of 2024 and mounting recessionary concerns as the year advances require active managers to be able to reallocate their portfolios.
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05.12.2023
Flash Note
Carmignac – H1 2024 Outlook
The slow landing of the economy over the first half of 2024 and mounting recessionary concerns as the year advances require active managers to be able to reallocate their portfolios.
Read more
05.12.2023
Video
Our macroeconomic scenario - September 2023
Our market outlook for the coming months
Watch the video
27.09.2023
Video
Our macroeconomic scenario - September 2023
Our market outlook for the coming months
Watch the video
27.09.2023
Flash Note
Carmignac - H2 2023 Outlook
Read more
26.06.2023
Flash Note
Carmignac - H2 2023 Outlook
Read more
26.06.2023
Video
Our macroeconomic scenario - May 2023
Listen to Apolline Menut present our short and medium term market views.
Watch the video
22.05.2023
Video
Our macroeconomic scenario - May 2023
Listen to Apolline Menut present our short and medium term market views.
Watch the video
22.05.2023