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 • 23 October 2023 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

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

Strategies insights • 20 October 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

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

Strategies insights • 19 October 2023 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

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

Strategies insights • 17 October 2023 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

Strategies insights • 16 October 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

2 minute(s) read

Strategies insights • 13 October 2023 • English

Carmignac Sécurité: Letter from the Fund Manager

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

Strategies insights • 13 October 2023 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

Strategies insights • 12 October 2023 • English

An intergenerational Fund focused on quality, sustainable companies

We are convinced that, as investors, it is our responsibility to create both financial and extra-financial value for our clients through a sustainable approach.

2 minute(s) read

Strategies insights • 12 October 2023 • English

Carmignac P. Global Bond: Letter from the Fund Managers

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

Strategies insights • 11 October 2023 • English

Carmignac P. Credit: Letter from the Fund Managers

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