Strategies insights

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

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

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

As part of an exclusive partnership, Citywire’s experts interviewed Xavier Hovasse and Naomi Waistell, co-Fund Managers of Carmignac’s Emerging Market equity strategies, to gain a deeper insight into their current market outlook and investment philosophy.

Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of Carmignac Portfolio Emergents, highlights the renewed strength and global relevance of New Asian Tigers.

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

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

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

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

Three questions to Eliezer Ben Zimra.