Strategies insights

Strategies insight

Top Story

Strategies insights • 20 April 2026 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

5 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Investissement Latitude: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

2 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

5 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

3 minute(s) read

Strategies insights • 16 April 2026 • English

3 years of resilience: Capturing opportunities in a new M&A cycle

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.

2 minute(s) read

Strategies insights • 15 April 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 15 April 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 14 April 2026 • English

Why passive funds miss the point in emerging markets

Emerging markets are defined by high dispersion, structural inefficiency and information asymmetry. For active managers, these are features that can be exploited. For passive investors, they are a problem that an index fund cannot solve.

5 minute(s) read

Strategies insights • 14 April 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

3 minute(s) read

Strategies insights • 14 April 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

6 minute(s) read