Strategies insights

Strategies insight

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Strategies insights • October 29, 2026 • English

Emerging Market Debt: The script has flipped

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

4 minute(s) read

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Strategies insights • April 14, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

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

3 minute(s) read

[Main Media] [Funds Focus] Bridge

Strategies insights • April 14, 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 14, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

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

Strategies insights • April 11, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 8, 2025 • English

Inflationary resurgence: Bad news or an investment opportunity?

While excess inflation is generally considered harmful for financial assets, we advocate that a flexible bond strategy can take advantage of this type of adverse scenario.

4 minute(s) read

Awards • March 27, 2025 • English

Carmignac Portfolio Credit is awarded best Fund in Europe by Lipper for the fourth year in a row

Our flagship credit strategy continues to provide superior risk-adjusted returns.

2 minute(s) read

Strategies insights • March 25, 2025 • English

Southeast Asia: A powerhouse in the making

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

Strategies insights • March 17, 2025 • English

A practical guide to navigating secondary markets in private equity

Secondary private equity markets are clearly a vital source of liquidity for traditional private equity investors. Why is it an increasingly appealing segment?

3 minute(s) read

Strategies insights • March 3, 2025 • English

Fixed income target maturity funds: The story continues with Carmignac Credit 2031

Given the success of this franchise launched in 2020, we are expanding our range with Carmignac Credit 2031.