• Season’s Greetings 2015
  • Overview: Carmignac Portfolio Global Bond

    Carmignac Portfolio Global Bond offers investors a solution to capitalize on opportunities in varied market conditions across

    the fixed income and currency universe.

  • Management report - 3rd quarter 2014

    Discover the Management Report: find detailed information

    on each of our Funds, as well as the management report

    prepared by the manager and the full range of portfolios.

  • Carmignac Portfolio Capital Plus

    Underwhelmed by the return on your savings? Overwhelmed by the complexity of markets? Carmignac Portfolio Capital Plus might be the ideal investment solution.

  • Management team

    25 years of expertise in international management across all asset classes, relying on a team of experts from different backgrounds.


Investment Commentary January 2015

Every quarter, Didier Saint Georges commentary on the economy, markets, investment strategies and macroeconomic research.

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la Lettre d'Edouard Carmignac

Edouard Carmignac

la Lettre d'Edouard Carmignac January 2015

The growing volatility in European markets is not fortuitous . It reflects quite simply that the European chickens have come home to roost.


Flash Note

European Team 1st Anniversary

We adopted a cautious stance towards European markets since early 2014 even though being long Europe and especially peripheral countries such as Spain and Italy seemed to be the consensus opinion at the beginning of the year.

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Carmignac's note

Preparedness over prediction

January 2015 - Early January is usually spent trying to foresee what lies in store for the year ahead. 

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