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Patrimoine StrategyJune 3, 2025English

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

4 minute(s) read
New world, new rules: Agility put to the test by Trump 2.0
Emerging equitiesMarch 25, 2025English

Southeast Asia: A powerhouse in the making

Southeast Asia: A powerhouse in the making
European equitiesFebruary 24, 2025English

Beyond the plate - Why we favour personal care over food companies

5 minute(s) read
Beyond the plate - Why we favour personal care over food companies
Global equitiesFebruary 13, 2025English

Addressing Trump 2.0 and DeepSeek with diversification and convictions

3 minute(s) read
Addressing Trump 2.0 and DeepSeek with diversification and convictions
Patrimoine StrategyFebruary 4, 2025English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

3 minute(s) read
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
Fixed IncomeJanuary 30, 2025English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

Carmignac Portfolio Global Bond: Letter from the Fund Manager
Thematic equitiesJanuary 29, 2025English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

3 minute(s) read
Carmignac Portfolio Human Xperience: Letter from the Fund Manager
European equitiesJanuary 20, 2025English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Carmignac Portfolio Grande Europe: Letter from the Fund Manager
Market AnalysisJanuary 17, 2025English

Quarterly Reports: Fourth Quarter 2024

Quarterly Reports: Fourth Quarter 2024