Strategies insights

Strategies insight

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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

Strategies insights • 21 October 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2025

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

3 minute(s) read

Strategies insights • 20 October 2025 • English

Quarterly Reports: Third Quarter 2025

Find out our views and positioning on our funds for the third quarter of 2025.

Strategies insights • 17 October 2025 • English

EM sovereign credit: Can the juggernaut roll on?

Guillaume Rigeade and Alessandra Alecci, managers of Carmignac Portfolio Global Bond and Carmignac Portfolio EM Debt, explore opportunities in hard-currency emerging market sovereign credit. After strong performance in 2025, spreads are close to multi-years lows. Can the rally continue.

6 minute(s) read

Strategies insights • 16 October 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • 16 October 2025 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q3 2025

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

2 minute(s) read

Strategies insights • 16 October 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • 15 October 2025 • English

Carmignac Portfolio Human Xperience: Timely, tangible, transformative

3 minute(s) read

Strategies insights • 15 October 2025 • English

Carmignac P. Credit: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • 14 October 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q3 2025

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

5 minute(s) read

Strategies insights • 14 October 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q3 2025

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

4 minute(s) read