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INSIGHTS

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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
Funds in Focus
Carmignac Investissement: the Fund Manager’s thought
Find out our views and positioning on the Fund
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30.10.2020
Funds in Focus
Carmignac Investissement: the Fund Manager’s thought
Find out our views and positioning on the Fund
Read more
30.10.2020
Funds in Focus
Carmignac Investissement: Q2 2020 overview
Find out every quarter our views and positioning on the Fund
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30.07.2020
Funds in Focus
Carmignac Investissement: Q2 2020 overview
Find out every quarter our views and positioning on the Fund
Read more
30.07.2020
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