Carmignac

INSIGHTS

Carmignac's Note
Artificial Intelligence in transition
Two years after the explosion of mainstream Artificial Intelligence (AI), new players are redefining the possibilities and market narratives.
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26.02.2025
Carmignac's Note
Artificial Intelligence in transition
Two years after the explosion of mainstream Artificial Intelligence (AI), new players are redefining the possibilities and market narratives.
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26.02.2025
Flash Note
Beyond the plate - Why we favour personal care over food companies
Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.
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24.02.2025
Flash Note
Beyond the plate - Why we favour personal care over food companies
Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.
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24.02.2025
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
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.
Read more
23.12.2024