Strategies insights

Strategies insight

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Alternative Strategy • 27 August 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • 27 July 2021 • English

Carmignac Investissement : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

Fixed Income Strategy • 27 July 2021 • English

Carmignac Sécurité : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

European equities • 27 July 2021 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

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Patrimoine Strategy • 27 July 2021 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

Emerging equities • 27 July 2021 • English

Carmignac Emergents : Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2021.

6 minute(s) read

Fixed Income Strategy • 9 July 2021 • English

Flexibility and conviction at the heart of your fixed income portfolio

Build a solid foundation with our active bond asset allocation strategy.

4 minute(s) read

Emerging equities • 5 July 2021 • English

Is China Driving Emerging Markets?

Over the years, China has become a leading emerging market player and, above all, a must for equity investors in search of growth.

4 minute(s) read

Global equities • 28 June 2021 • English

Carmignac Portfolio Grandchildren is celebrating its 2-year anniversary

Deep dive into the fund's philosophy, its 2-year performance, and how we are currently positioned so as to maximize what we believe will come next.

4 minute(s) read

Sustainable investing • 18 June 2021 • English

Carmignac Portfolio Emergents’ socially responsible investment approach rewarded

We are delighted to announce that Carmignac Portfolio Emergents has won the Swiss Sustainable Fund Award 2021 in the Emerging Markets Equities category.

1 minute(s) read

Emerging equities • 18 June 2021 • English

Four major trends in China to keep an eye on in the future

Fund Manager Haiyan Li-Labbé presents her analysis and long-term outlook for China’s economy and stock market.

3 minute(s) read