Strategies insights

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Strategies insights • October 21, 2026 • English

A flexible credit fund as a response to a more challenging environment

What’s next for credit markets? Explore our outlook on higher yields, market dispersion and the opportunities emerging for active managers.

4 minute(s) read

Strategies insights • January 26, 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q4 2025

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

3 minute(s) read

Strategies insights • December 8, 2025 • English

Europe’s time to shine in Private Equity

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

2 minute(s) read

Strategies insights • November 24, 2025 • English

Ready for the next emerging markets super cycle

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.

6 minute(s) read

Strategies insights • November 11, 2025 • English

The New Asian Tigers: At the heart of the artificial intelligence revolution

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.

3 minute(s) read