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 • 18 October 2021 • English

A complex continent like Europe requires a differentiating approach

Carmignac Portfolio Patrimoine Europe, built to take advantage of Europe’s many sectors and opportunities.

2 minute(s) read

Awards • 15 October 2021 • English

Carmignac receives the ‘Label ISR’ for five additional funds

Carmignac is pleased to announce the accreditation of 5 additional funds, bringing the number of labelled funds to 13, totalling more than €10bn AUM.

1 minute(s) read

Strategies insights • 14 October 2021 • English

3 questions to Joseph Mouawad on Emerging Market Debt

Emerging market debt can play a key role in investors’ fixed income allocation. Discover Joseph Mouawad’s views and approach.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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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Strategies insights • 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

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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