Strategies insights

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

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

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

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.

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

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

Constantly checking the pulse of consumers is crucial for companies, as shoppers’ behavior quickly changes and evolves within broader trends.

Listen to the podcast with Didier Saint-Georges

China is pushing through major reforms and, therefore, offers investment opportunities in healthcare, consumer goods, green energy and technology.

Xavier Hovasse shines a light on an asset class that is still flying under the radar and explains how to make the most of it.