Strategies insights

Strategies insight

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Strategies insights • 3 February 2026 • English

Emerging Markets awaken

In 2025, Emerging Markets delivered their strongest annual performance since 2017, outperforming both US and developed markets.

2 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 13 January 2025 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2024.

2 minute(s) read

Strategies insights • 13 January 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

Strategies insights • 13 January 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • 9 January 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • 18 December 2024 • English

Carmignac Portfolio Grandchildren: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies, companies also need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Strategies insights • 3 December 2024 • English

Carmignac Patrimoine celebrates 35 years

Find out how our flagship diversified strategy, Carmignac Patrimoine, remains an appealing solution today as it was 35 years ago.

1 minute(s) read

Strategies insights • 14 November 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

2 minute(s) read

Strategies insights • 13 November 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read

Strategies insights • 6 November 2024 • English

Carmignac target maturity fixed income funds: The story has just begun

Since the bond crisis of 2022, credit markets have emerged as the big winners in the fixed-income spectrum. Now is the time to take stock and look ahead to the future of this asset class.

4 minute(s) read

Strategies insights • 29 October 2024 • English

Quarterly Reports: Third Quarter 2024

Find out our views and positioning on our funds for the third quarter of 2024.