Strategies insights

Strategies insight

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Strategies insights • 2 July 2026 • English

Why the emerging markets trade is nowhere near its end

Naomi Waistell explains how shifting AI bottlenecks are creating new investment opportunities across the value chain.

4 minute(s) read

Strategies insights • 23 January 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

7 minute(s) read

Strategies insights • 23 January 2024 • English

Carmignac Portfolio Family Governed: 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 • 23 January 2024 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • 23 January 2024 • English

Carmignac Portfolio Merger Arbitrage: Letter from the Fund Managers

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

8 minute(s) read

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Strategies insights • 23 January 2024 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

8 minute(s) read

Strategies insights • 23 January 2024 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

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

8 minute(s) read

Strategies insights • 16 January 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 16 January 2024 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • 15 January 2024 • English

Carmignac launches its third target maturity Fund

Carmignac expands its range of target maturity funds with the launch of Carmignac Credit 2029.

Strategies insights • 15 January 2024 • English

Target maturity bond funds in the spotlight

Target maturity bond funds combine the characteristics of bonds* with the diversification and selectivity of a traditional fixed income fund.

4 minute(s) read