Strategies insights

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.

While all eyes are focused on the United States, Emerging Markets have moved into top gear and seem ready to overtake their US rivals.

We keep our constructive outlook on China, which is still our biggest country allocation. In our view, China is home to the world’s most effectively managed major economy.

A flexible investment approach and cautious portfolio construction enabled us to take rising yields in our stride.

We stick to our long-standing investment focus on secular growth companies and to seize opportunities to add new names.