Strategies insights

Strategies insight

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Strategies insights • September 15, 2026 • English

Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe

Discover a high-conviction European equity strategy that looks beyond traditional investment styles and sectors to capture new opportunities and identify tomorrow’s leaders.

Strategies insights • August 19, 2026 • English

Inflation: Back to the future

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

Strategies insights • July 24, 2026 • English

Carmignac Investissement Latitude: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • July 23, 2026 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

5 minute(s) read

Strategies insights • July 21, 2026 • English

Quarterly Reports: Second Quarter 2026

Find out our views and positioning on our funds for the second quarter of 2026.

1 minute(s) read

Strategies insights • July 21, 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

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Strategies insights • July 20, 2026 • English

Carmignac Investissement: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • July 20, 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

4 minute(s) read

Strategies insights • July 17, 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • July 17, 2026 • English

Reasons to invest in Carmignac Portfolio Tech Solutions for the next 5 years

Beyond the AI hype, technology investing requires discipline. Explore how Carmignac Portfolio Tech Solutions balances growth, valuation and diversification.

4 minute(s) read

Strategies insights • July 17, 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

4 minute(s) read