Strategies insights

Strategies insight

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Strategies insights • October 24, 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2025

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

5 minute(s) read

Strategies insights • July 10, 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2023

6 minute(s) read

Strategies insights • May 11, 2023 • English

Emerging markets: looking at Eastern Europe

No need to look far to benefit from emerging market potential

6 minute(s) read

Strategies insights • May 10, 2023 • English

Lessons from China: Exploring the great reopening

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!

3 minute(s) read

Strategies insights • May 5, 2023 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2023.

6 minute(s) read

Strategies insights • May 3, 2023 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2023.

5 minute(s) read

[Article image] [Flash Note] Blue bridge

Strategies insights • May 3, 2023 • English

Is tech back on top?

3 minute(s) read

Strategies insights • May 3, 2023 • English

Carmignac Portfolio Emergents : Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2023.

4 minute(s) read

Strategies insights • April 25, 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2023.

5 minute(s) read

Strategies insights • April 24, 2023 • English

Carmignac Portfolio Emerging Discovery : Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2023.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • April 24, 2023 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2023.

4 minute(s) read