Carmignac

since 1989
  • 201-500 employees
  • Financial Services

Carmignac

We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture.
We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world.
We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do.

Expertise

Asset Management, Finance, Equities, Fixed Income, Mixed Assets, Emerging Markets, and European Markets

Rates1.png
View on rates: Uneven policies, selective duration
  • 26 Feb 2026

After synchronised monetary easing, fiscal dominance and sticky inflation drive policy divergence, calling for selective duration across markets.

By Carmignac In Fixed Income, Macro
Read More 
Equities1.png
Carmignac ELTIF Evergreen: Expanding access to private equity for all investors
  • 23 Feb 2026

Access private equity with Carmignac ELTIF Evergreen, an open-ended fund focused on secondaries, offering diversified exposure to global opportunities.

By Carmignac In Equities, Private Markets
Read More 
Macro1.png
Annual Meeting 2026: Key Messages
  • 30 Jan 2026

At our 2026 Annual Meeting, we review 2025 performance and present our macroeconomic outlook as well as our asset allocation convictions for 2026.

By Carmignac In Macro, Portfolio Construction
Read More 
article7.png
Quarterly Reports: Fourth Quarter 2025
  • 30 Jan 2026

Find out our views and positioning on our funds for the fourth quarter of 2025.

By Carmignac
Read More 
FixedIncome4.png
Carmignac named Fixed Income Fund Manager of the Year at the Funds Europe Awards 2025
  • 11 Dec 2025

This recognition reflects the strength of our fixed income expertise and the relevance of our flexible approach in navigating global bond markets.

By Carmignac In Fixed Income, Industry
Read More 
Equities7.png
Carmignac – 2026 Outlook: Kicking the can down the populist road
  • 05 Dec 2025

2026 growth should be on par with 2025 at close to 3%, with more impetus from US, Europe and Japan offsetting a slowdown in China and India. Growth drivers will remain limited to a tryptic of AI ca...

By Carmignac In Equities, Portfolio Construction, Macro, Thematic / Megatrends, Emerging Markets, Private Markets, Fixed Income
Read More 
Portfolio2.png
Carmignac Portfolio Tech Solutions at the time of the AI revolution
  • 03 Dec 2025

As concerns about a potential artificial intelligence bubble continue to grow, investors are asking themselves: are AI companies overvalued?

By Carmignac In Portfolio Construction, Equities, Thematic / Megatrends
Read More 
galaxyv2.16.png
Quarter 3 2025: Our active stewardship illustrated
  • 29 Oct 2025

Find out how our active approach to stewardship was borne out in Q3 2025.

By Carmignac
Read More 
galaxyv2.7.png
Quarterly Reports: Third Quarter 2025
  • 20 Oct 2025

Find out our views and positioning on our funds for the third quarter of 2025.

By Carmignac
Read More 

Copyright © 2026 Markets Recon. All Rights Reserved.

Markets Recon, operated by Recon Discovery Limited (Registered in England and Wales, Company No. 14778559). Registered Office: 86-90 Paul Street, London EC2A 4NE.