Strategies insights

Strategies insight

Top Story

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 • 10 July 2024 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

8 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 10 July 2024 • English

Carmignac Investissement: 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 • 10 July 2024 • English

Carmignac P. EM Debt: 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 • 9 July 2024 • English

Carmignac P. Flexible Bond: 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 • 4 July 2024 • English

Carmignac Portfolio Grande Europe: 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 • 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