Strategies insights

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

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

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

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

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

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

Secondary transactions in private equity are becoming increasingly integral to institutional investment strategies, providing flexibility and improved capital efficiency.

Recently, fund managers have started to adopt other structures to offer access to private market assets, such as semi-liquid or evergreen funds.

Carmignac Patrimoine: When agility rhymes with performance.

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