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 • 3 July 2024 • English

Navigating a new monetary cycle with Carmignac Sécurité

Marie-Anne Allier and Aymeric Guedy explain the impact that current market conditions are having on Carmignac Sécurité, and describe their positioning.

1 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 2 July 2024 • English

Exploring the benefits of Carmignac Investissement

Why now is the right time to start investing in global equities with Carmignac Investissement for long-term gains.

2 minute(s) read

Strategies insights • 24 June 2024 • English

Deep dive into credit markets

After the strong performance of credit markets over the last year, where do we stand today?

5 minute(s) read

Strategies insights • 11 June 2024 • English

Carmignac Portfolio Grandchildren: Harnessing the power of time

Our sustainable and quality-oriented Fund turns 5 this year! An occasion to look back at its performance so far.

2 minute(s) read

Strategies insights • 14 May 2024 • English

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

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

3 minute(s) read

Awards • 30 April 2024 • English

Our Flagship Credit strategy best Fund in Europe by Lipper

Carmignac Portfolio Credit ranks first in its category third year in a row.

1 minute(s) read

Strategies insights • 29 April 2024 • English

Quarterly Reports: First Quarter 2024

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

1 minute(s) read

Strategies insights • 24 April 2024 • English

Carmignac P. Emergents: Letter from the Portfolio Managers

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

5 minute(s) read

Strategies insights • 23 April 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 19 April 2024 • English

Carmignac Patrimoine: A review of the first six months management of the new team

1 minute(s) read