Strategies insights

Strategies insight

Top Story

Strategies insights • 2 July 2026 • English

Why the emerging markets trade is nowhere near its end

Naomi Waistell explains how shifting AI bottlenecks are creating new investment opportunities across the value chain.

4 minute(s) read

Strategies insights • 16 July 2025 • English

Has the moment for credit passed?

In a highly volatile environment, the credit asset class posted a strong positive performance. What can we expect from this asset class going forward?

3 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 15 July 2025 • English

Carmignac Investissement: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • 14 July 2025 • English

Quarterly Reports: Second Quarter 2025

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

Strategies insights • 14 July 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

Strategies insights • 14 July 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • 11 July 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • 11 July 2025 • English

Carmignac Sécurité: Letter from the Fund Managers - Q2 2025

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

2 minute(s) read

Strategies insights • 10 July 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

Strategies insights • 10 July 2025 • English

Carmignac P. Credit: Letter from the Fund Managers - Q2 2025

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

4 minute(s) read

Strategies insights • 8 July 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read