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Global equities • July 15, 2025 • English

Carmignac Investissement: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Global equities • July 14, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

European equities • July 14, 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Fixed Income • July 11, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Fixed Income • July 11, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers - Q2 2025

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

2 minute(s) read

Fixed Income • July 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

Fixed Income • July 10, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers - Q2 2025

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

4 minute(s) read

European equities • July 8, 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Patrimoine Strategy • June 3, 2025 • English

New world, new rules: Agility put to the test by Trump 2.0

Carmignac Patrimoine: When agility rhymes with performance.

4 minute(s) read

Fixed Income • May 28, 2025 • English

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

Towards a paradigm shift for the eurozone, preventing a return to the zero interest rates of the last decade.

3 minute(s) read

Private Assets • May 20, 2025 • English

Behind the deals: Our private equity experts answer your questions

Our private equity experts answer the most frequently asked questions received from investors, who are keen to add this attractive asset class to their portfolios.

4 minute(s) read