Carmignac

INSIGHTS

Flash Note
Taking another look at ESG integration in sovereign investments
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17.02.2025
Flash Note
Taking another look at ESG integration in sovereign investments
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17.02.2025
Flash Note
Addressing Trump 2.0 and DeepSeek with diversification and convictions
Stretched equity valuations and political uncertainties should not overshadow the long-term potential of global equities.
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13.02.2025
Flash Note
Addressing Trump 2.0 and DeepSeek with diversification and convictions
Stretched equity valuations and political uncertainties should not overshadow the long-term potential of global equities.
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13.02.2025
Flash Note
2024: Our active stewardship illustrated
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10.02.2025
Flash Note
2024: Our active stewardship illustrated
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10.02.2025
Quarterly Report
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
Find out our views and positioning on the Fund for the fourth quarter of 2024.
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04.02.2025
Quarterly Report
Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers
Find out our views and positioning on the Fund for the fourth quarter of 2024.
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04.02.2025
Quarterly Report
Carmignac Portfolio Global Bond: Letter from the Fund Manager
Find out our views and positioning on the Fund for the fourth quarter of 2024.
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30.01.2025
Quarterly Report
Carmignac Portfolio Global Bond: Letter from the Fund Manager
Find out our views and positioning on the Fund for the fourth quarter of 2024.
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30.01.2025
Quarterly Report
Carmignac Portfolio Human Xperience: Letter from the Fund Manager
Find out our views and positioning on the Fund for the fourth quarter of 2024.
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29.01.2025
Quarterly Report
Carmignac Portfolio Human Xperience: Letter from the Fund Manager
Find out our views and positioning on the Fund for the fourth quarter of 2024.
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29.01.2025
Letter from Edouard Carmignac
Edouard Carmignac's letter
January 2025
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Letter from Edouard Carmignac
Edouard Carmignac's letter
January 2025
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Flash Note
Marie-Anne Allier is Fund Manager of the Month by RankiaPro
The co-manager of Carmignac Sécurité shares her latest market views in an interview with RankiaPro.
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14.01.2025
Flash Note
Marie-Anne Allier is Fund Manager of the Month by RankiaPro
The co-manager of Carmignac Sécurité shares her latest market views in an interview with RankiaPro.
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14.01.2025
Carmignac's Note
2024 Recap: 10 facts that tell a story
A year in review
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30.12.2024
Carmignac's Note
2024 Recap: 10 facts that tell a story
A year in review
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30.12.2024
Flash Note
Our 2024 retrospective: The main market events and their ESG implications
Lloyd McAllister, Head of Sustainable Investment at Carmignac, looks back at the main market events of 2024 and assesses the role played by sustainable investment issues in these developments.
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23.12.2024
Flash Note
Our 2024 retrospective: The main market events and their ESG implications
Lloyd McAllister, Head of Sustainable Investment at Carmignac, looks back at the main market events of 2024 and assesses the role played by sustainable investment issues in these developments.
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23.12.2024
Flash Note
Putting Trump in perspective: Is it the end for Sustainable Investing?
As Donald Trump’s second presidential term looms, there are fears that all is doomed for sustainable investment. We are more optimistic. There will of course be trials and tribulations ahead, but a period of justifiable, and in some parts, required, challenge should be welcomed.
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20.12.2024
Flash Note
Putting Trump in perspective: Is it the end for Sustainable Investing?
As Donald Trump’s second presidential term looms, there are fears that all is doomed for sustainable investment. We are more optimistic. There will of course be trials and tribulations ahead, but a period of justifiable, and in some parts, required, challenge should be welcomed.
Read more
20.12.2024