Strategies insights

Strategies insight

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Strategies insights • 11 June 2026 • English

How the Middle East conflict is reshaping emerging markets

Discover how geopolitical conflict has influenced asset classes differently, creating unexpected market dynamics and outcomes.

4 minute(s) read

Strategies insights • 1 June 2026 • English

Is There Still Value In Risky Assets?

Higher rates, geopolitical risk, resilient markets: where investors can still be paid to take risk.

5 minute(s) read

Strategies insights • 22 May 2026 • English

Thirty-seven years in emerging markets: Carmignac's pioneering expertise

Carmignac has invested in emerging markets since 1989, bringing decades of expertise and a long-term perspective to the asset class.

3 minute(s) read

Strategies insights • 13 May 2026 • English

Emerging Market Debt: Resilience in a more volatile world

Why EM debt may remain one of the most compelling opportunities in fixed income despite oil shocks and geopolitical volatility.

7 minute(s) read

Strategies insights • 8 May 2026 • English

Quality in Europe: Are we at a turning point?

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains why he thinks now is the right time to invest in quality stocks in Europe.

9 minute(s) read

Strategies insights • 4 May 2026 • English

Revival after 15 years of underperformance: Why emerging markets now matter more than ever

Emerging markets are no longer synonymous with disappointment: their current structural reality reflects a profound transformation of this asset class.

4 minute(s) read