Strategies insights

Strategies insight

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Strategies insights • 24 November 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 • 7 November 2025 • English

The End of the Great Moderation: Redefining Multi-Asset Investing

Carmignac Patrimoine demonstrates how flexibility, active management, and macro insight can benefit investors in a world reshaped by inflation and volatility.

1 minute(s) read

Strategies insights • 6 November 2025 • English

II. Off the beaten path approach of Carmignac Investissement

Unlocking the full potential of value chains.

4 minute(s) read

Strategies insights • 24 October 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2025

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

Speakers : Xavier Hovasse, Naomi Waistell

5 minute(s) read

Strategies insights • 23 October 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager - Q3 2025

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

Speakers : Obe Ejikeme

5 minute(s) read

Strategies insights • 23 October 2025 • English

I. Off the beaten path approach of Carmignac Investissement

Seeking the unseen in small and mid caps.

3 minute(s) read

Strategies insights • 21 October 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2025

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

Speakers : Kristofer Barrett

3 minute(s) read

Strategies insights • 20 October 2025 • English

Quarterly Reports: Third Quarter 2025

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

Strategies insights • 17 October 2025 • English

EM sovereign credit: Can the juggernaut roll on?

Guillaume Rigeade and Alessandra Alecci, managers of Carmignac Portfolio Global Bond and Carmignac Portfolio EM Debt, explore opportunities in hard-currency emerging market sovereign credit. After strong performance in 2025, spreads are close to multi-years lows. Can the rally continue.

Speakers : Guillaume Rigeade, Alessandra Alecci

6 minute(s) read

Strategies insights • 16 October 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q3 2025

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

Speakers : Mark Denham, Obe Ejikeme

3 minute(s) read

Strategies insights • 16 October 2025 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q3 2025

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

Speakers : Frédéric Leroux, Christophe Moulin, Pierre-Edouard Bonenfant

2 minute(s) read