Strategies insights

Strategies insight

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Strategies insights • May 4, 2026 • English

Revival after 15 years of underperformance: Why emerging markets now matter more than ever

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

4 minute(s) read

Strategies insights • April 27, 2026 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q1 2026

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

2 minute(s) read

Strategies insights • April 20, 2026 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q1 2026

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

5 minute(s) read

Strategies insights • April 20, 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

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Strategies insights • April 20, 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 • April 20, 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 • April 20, 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 • April 16, 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 • April 15, 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 • April 15, 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

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Strategies insights • April 14, 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