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 • 12 April 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 11 April 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 10 April 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

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

2 minute(s) read

Strategies insights • 10 April 2024 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Awards • 18 March 2024 • English

Our Merger Arbitrage strategies win ‘Best new launch’ award

Carmignac wins UCITS Hedge Awards 2024.

1 minute(s) read

Awards • 11 March 2024 • English

Best ESG Alternative Fund award goes to Carmignac

ESG Champions 2024

1 minute(s) read

Strategies insights • 20 February 2024 • English

Integrating alternative strategies not only offers a compelling way to incorporate defensive features into a core portfolio over the long term, but also serves as a great diversification tool to ensure smoother sailing.

8 minute(s) read

Strategies insights • 15 February 2024 • English

2024: A game changer for Emerging Markets

Since its creation in 1989, Carmignac has always had a strong conviction in emerging markets. Over the years, Carmignac has built up a solid expertise in the emerging universe.

1 minute(s) read

Strategies insights • 13 February 2024 • English

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

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Strategies insights • 1 February 2024 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read