Strategies insights

Strategies insight

Top Story

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 • 18 April 2024 • English

Carmignac Sécurité: 35 years of regular returns and limited volatility

Over the past 35 years, the Fund remained loyal to its core philosophy while demonstrating its ability to adapt to the market environment.

2 minute(s) read

Strategies insights • 18 April 2024 • English

Carmignac Portfolio Patrimoine Europe: 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 • 17 April 2024 • English

Carmignac Portfolio Human Xperience celebrates its three-year anniversary

Carmignac Portfolio Human Xperience is a thematic fund that aims to have a positive contribution to society by investing in companies that stand out for their positive customer and employee experiences.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 17 April 2024 • English

Carmignac Investissement: Letter from the Fund Manager

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

2 minute(s) read

Strategies insights • 17 April 2024 • English

4 reasons why 2024 is a turning point for Merger Arbitrage strategies

Since the end of 2023, headwinds to corporate confidence are reversing and all the drivers of the recovery are already in place for 2024.

2 minute(s) read

Strategies insights • 16 April 2024 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • 15 April 2024 • English

Carmignac Patrimoine: 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 • 15 April 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 12 April 2024 • English

Carmignac Merger Arbitrage: Q1 2024 - Letter from the Portfolio Managers

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

4 minute(s) read

Strategies insights • 12 April 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

4 minute(s) read