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

Strategies insights • 8 October 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 8 October 2024 • English

How evergreen funds are changing the game for private equity investors

Evergreen funds have revolutionised the private markets landscape finally granting long-overdue access to a wider range of investors.

2 minute(s) read

Strategies insights • 4 September 2024 • English

Exploring the dynamics and impact of currencies

Currency Management is one of the 3 pillars of our active global macro fixed income process: Discover why it is an important tool to add both alpha and downside protection.

5 minute(s) read

Strategies insights • 22 August 2024 • English

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

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

2 minute(s) read

Strategies insights • 5 August 2024 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 31 July 2024 • English

Carmignac P. Emergents: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 30 July 2024 • English

Carmignac Portfolio Flexible Bond 5-Year anniversary

Having successfully weathered various market phases, it's time to consider 5 key characteristics and figures of Carmignac Portfolio Flexible Bond and the fixed income markets going forward.

5 minute(s) read

Strategies insights • 22 July 2024 • English

Quarterly Reports: Second Quarter 2024

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

Strategies insights • 12 July 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 12 July 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read