Strategies insights

Strategies insight

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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 • 25 March 2025 • English

Southeast Asia: A powerhouse in the making

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

Strategies insights • 17 March 2025 • English

A practical guide to navigating secondary markets in private equity

Secondary private equity markets are clearly a vital source of liquidity for traditional private equity investors. Why is it an increasingly appealing segment?

3 minute(s) read

Strategies insights • 3 March 2025 • English

Fixed income target maturity funds: The story continues with Carmignac Credit 2031

Given the success of this franchise launched in 2020, we are expanding our range with Carmignac Credit 2031.

Strategies insights • 24 February 2025 • English

Beyond the plate - Why we favour personal care over food companies

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.

5 minute(s) read

Strategies insights • 13 February 2025 • English

Addressing Trump 2.0 and DeepSeek with diversification and convictions

Stretched equity valuations and political uncertainties should not overshadow the long-term potential of global equities.

3 minute(s) read

Strategies insights • 6 February 2025 • English

Carmignac Portfolio Emergents: Letter from the fund manager

3 minute(s) read

Strategies insights • 4 February 2025 • English

Carmignac Portfolio Patrimoine Europe: 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 • 30 January 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

Strategies insights • 29 January 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 20 January 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

4 minute(s) read