INSIGHTS

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance.

The slow landing of the economy over the first half of 2024 and mounting recessionary concerns as the year advances require active managers to be able to reallocate their portfolios.

The various episodes of stress on bond markets over the last twenty years have provided an opportunity for active management to shine. The change in the interest rate regime provides a good opportunity to reflect on the consequences and implications for fixed income investors.

When considering long-term investments, the notion of a quality company is frequently mentioned. Nevertheless, defining it accurately can prove challenging.

Carmignac expands its range of target maturity funds with the launch of Carmignac Credit 2029.

Target maturity bond funds combine the characteristics of bonds* with the diversification and selectivity of a traditional fixed income fund.