Strategies insights

Looking beyond AI leaders to uncover resilient businesses driving long-term growth across sectors and regions.

The Iran conflict has exposed the fragility of fossil fuel dependency across Asia. At Carmignac, our emerging market equity team believes it will prove a structural accelerant for the energy transition and that these emerging economies are best placed to benefit.

Higher rates, geopolitical risk, resilient markets: where investors can still be paid to take risk.

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

Emerging markets are no longer synonymous with disappointment: their current structural reality reflects a profound transformation of this asset class.

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

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

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

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

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