Strategies insights

Strategies insight

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Strategies insights • 23 October 2026 • English

Quarterly Reports: Third Quarter 2026

Find out our views and positioning on our funds for the third quarter of 2026.

1 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Investissement Latitude: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

2 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

5 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

3 minute(s) read

Strategies insights • 16 April 2026 • English

3 years of resilience: Capturing opportunities in a new M&A cycle

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.

2 minute(s) read

Strategies insights • 15 April 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 15 April 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 14 April 2026 • English

Why emerging markets call for a more active approach

Emerging markets are defined by high dispersion, structural inefficiency and information asymmetry. For active managers, these are features that can be exploited. For passive investors, they are a problem that an index fund cannot solve.

5 minute(s) read

Strategies insights • 14 April 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

3 minute(s) read

Strategies insights • 14 April 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

6 minute(s) read