Strategies insights

Strategies insight

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Strategies insights • October 29, 2026 • English

Emerging Market Debt offers stronger growth, lower debt and attractive yields, making it a compelling structural allocation for investors.

4 minute(s) read

Strategies insights • October 13, 2025 • English

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

4 minute(s) read

Strategies insights • October 9, 2025 • English

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

2 minute(s) read

Strategies insights • October 8, 2025 • English

With the end of the 60/40 era, Carmignac Patrimoine offers an agile and diversified solution to navigate the new economic cycle.

2 minute(s) read

Strategies insights • October 3, 2025 • English

Three questions to Kristofer Barrett.

Strategies insights • October 3, 2025 • English

Three questions to Eliezer Ben Zimra.

Strategies insights • August 27, 2025 • English

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

Strategies insights • July 25, 2025 • English

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

3 minute(s) read

Strategies insights • July 25, 2025 • English

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

3 minute(s) read

Strategies insights • July 18, 2025 • English

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

4 minute(s) read

Strategies insights • July 17, 2025 • English

One year after the launch of Carmignac Portfolio Tech Solutions, how to assess our approach to technology sector equities?

3 minute(s) read