Strategies insights

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Strategies insights • 13 May 2026 • English

Emerging Market Debt: Resilience in a more volatile world

Why EM debt may remain one of the most compelling opportunities in fixed income despite oil shocks and geopolitical volatility.

7 minute(s) read

[Main Media] [Funds Focus] Bridge

Strategies insights • 20 January 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read

Strategies insights • 20 January 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read

Strategies insights • 20 January 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

2 minute(s) read

Strategies insights • 20 January 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • 19 January 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • 15 January 2026 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • 15 January 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

5 minute(s) read

Strategies insights • 14 January 2026 • English

Carmignac Sécurité: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • 14 January 2026 • English

Carmignac P. Credit: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read

Strategies insights • 14 January 2026 • English

How should investors take advantage of the late cycle environment in fixed income markets?

The current environment is marked by visible tensions on economic and geopolitical considerations. However, these divergences can represent investment opportunities for flexible bond strategies.

4 minute(s) read