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 • 11 January 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

5 minute(s) read

Strategies insights • 11 January 2023 • English

Carmignac P. Credit : Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2022

4 minute(s) read

Strategies insights • 11 January 2023 • English

Carmignac P. EM Debt: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

4 minute(s) read

Strategies insights • 6 January 2023 • English

Family businesses in five charts

Why do family businesses perform better on the stock market?

4 minute(s) read

Strategies insights • 16 December 2022 • English

3 Reasons why to invest in Emerging Market Debt

1 minute(s) read

Strategies insights • 1 December 2022 • English

Sky-high inflation and volatility spell exciting times for global bond funds

Abdelak Adjriou reveals why fixed income is at a turning point in a behind-the-scenes interview with Frank Talbot, Head of Investment Research at Citywire

Strategies insights • 8 November 2022 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Strategies insights • 1 November 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

7 minute(s) read

Strategies insights • 1 November 2022 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

6 minute(s) read

Strategies insights • 1 November 2022 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read