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INSIGHTS

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Funds in Focus
Carmignac Portfolio Grandchildren is celebrating its 2-year anniversary
Deep dive into the fund's philosophy, its 2-year performance, and how we are currently positioned so as to maximize what we believe will come next.
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28.06.2021
Funds in Focus
Carmignac Portfolio Grandchildren is celebrating its 2-year anniversary
Deep dive into the fund's philosophy, its 2-year performance, and how we are currently positioned so as to maximize what we believe will come next.
Read more
28.06.2021
Funds in Focus
Keeping up with the new consumer
Constantly checking the pulse of consumers is crucial for companies, as shoppers’ behavior quickly changes and evolves within broader trends.
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04.06.2021
Funds in Focus
Keeping up with the new consumer
Constantly checking the pulse of consumers is crucial for companies, as shoppers’ behavior quickly changes and evolves within broader trends.
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04.06.2021
Flash Note
Carmignac Investissement: Letter from the Fund Manager
We maintain a liquid and solid portfolio of strong conviction investments, diversified in terms of geography, sectors and themes.
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28.04.2021
Flash Note
Carmignac Investissement: Letter from the Fund Manager
We maintain a liquid and solid portfolio of strong conviction investments, diversified in terms of geography, sectors and themes.
Read more
28.04.2021
Flash Note
Data: the new commodity
Is data the oil of the 21st century? Carmignac explores opportunities to invest in companies that dig, refine and use this new commodity.
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09.04.2021
Flash Note
Data: the new commodity
Is data the oil of the 21st century? Carmignac explores opportunities to invest in companies that dig, refine and use this new commodity.
Read more
09.04.2021
Funds in Focus
Carmignac Investissement: Letter from the Portfolio Manager
Find out our views and positioning on the Fund
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02.02.2021
Funds in Focus
Carmignac Investissement: Letter from the Portfolio Manager
Find out our views and positioning on the Fund
Read more
02.02.2021
Funds in Focus
Carmignac Investissement: Overtaking its reference indicator over 3 years
David Older’s nomination at the helm of the Fund was the beginning of a new chapter for the strategy
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16.11.2020
Funds in Focus
Carmignac Investissement: Overtaking its reference indicator over 3 years
David Older’s nomination at the helm of the Fund was the beginning of a new chapter for the strategy
Read more
16.11.2020
Flash Note
e-commerce: Things change slowly... until they change fast
The crisis has strongly supported our long-term exposure to this segment. Discover 4 e-commerce trends that may have escaped your attention.
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16.06.2020
Flash Note
e-commerce: Things change slowly... until they change fast
The crisis has strongly supported our long-term exposure to this segment. Discover 4 e-commerce trends that may have escaped your attention.
Read more
16.06.2020
Flash Note
Carmignac Investissement: Disruptive thematic
Towards an acceleration of major disruptive trends after the crisis?
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09.04.2020
Flash Note
Carmignac Investissement: Disruptive thematic
Towards an acceleration of major disruptive trends after the crisis?
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09.04.2020
Flash Note
Equity strategy by David Older: Don’t forget the big picture!
A constructive but bumpy road for equities. In 2020, investors would be wiser to follow a truly active approach as opposed to a trend-based one.
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05.03.2020
Flash Note
Equity strategy by David Older: Don’t forget the big picture!
A constructive but bumpy road for equities. In 2020, investors would be wiser to follow a truly active approach as opposed to a trend-based one.
Read more
05.03.2020