Strategies insights

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

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.

Emerging Markets - left out of the index game.

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.

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

Unlocking the full potential of value chains.

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.

Seeking the unseen in small and mid caps.

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