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Patrimoine Strategy • 25 June 2025 • English

New world, new rules: Agility put to the test by Trump 2.0

Carmignac Patrimoine: When agility rhymes with performance.

4 minute(s) read

Emerging equities • 10 July 2023 • English

How do Chinese companies succeed internationally

New emerging investment opportunities in Chinese equity markets.

Global equities • 10 July 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

6 minute(s) read

Fixed Income Strategy • 11 May 2023 • English

Emerging markets: looking at Eastern Europe

No need to look far to benefit from emerging market potential

6 minute(s) read

Emerging equities • 10 May 2023 • English

Lessons from China: Exploring the great reopening

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!

3 minute(s) read

Patrimoine Strategy • 5 May 2023 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

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

6 minute(s) read

Emerging equities • 3 May 2023 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

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

5 minute(s) read

[Article image] [Flash Note] Blue bridge

Thematic equities • 3 May 2023 • English

Is tech back on top?

3 minute(s) read

Emerging equities • 3 May 2023 • English

Carmignac Portfolio Emergents : Letter from the Fund Managers

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

4 minute(s) read

Thematic equities • 25 April 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

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

5 minute(s) read

Emerging equities • 24 April 2023 • English

Carmignac Portfolio Emerging Discovery : Letter from the Fund Managers

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

5 minute(s) read