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

Strategies insights • July 3, 2024 • English

Navigating a new monetary cycle with Carmignac Sécurité

Marie-Anne Allier and Aymeric Guedy explain the impact that current market conditions are having on Carmignac Sécurité, and describe their positioning.

1 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • July 2, 2024 • English

Exploring the benefits of Carmignac Investissement

Why now is the right time to start investing in global equities with Carmignac Investissement for long-term gains.

2 minute(s) read

Strategies insights • June 24, 2024 • English

Deep dive into credit markets

After the strong performance of credit markets over the last year, where do we stand today?

5 minute(s) read

Strategies insights • June 11, 2024 • English

Carmignac Portfolio Grandchildren: Harnessing the power of time

Our sustainable and quality-oriented Fund turns 5 this year! An occasion to look back at its performance so far.

2 minute(s) read

Strategies insights • May 14, 2024 • English

Carmignac Portfolio Long-Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2024.

3 minute(s) read

Awards • April 30, 2024 • English

Our Flagship Credit strategy best Fund in Europe by Lipper

Carmignac Portfolio Credit ranks first in its category third year in a row.

1 minute(s) read

Strategies insights • April 29, 2024 • English

Quarterly Reports: First Quarter 2024

Find out our views and positioning on our funds for the first quarter of 2024.

1 minute(s) read

Strategies insights • April 24, 2024 • English

Carmignac P. Emergents: Letter from the Portfolio Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

5 minute(s) read

Strategies insights • April 23, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

3 minute(s) read

Strategies insights • April 18, 2024 • English

Carmignac Sécurité: 35 years of regular returns and limited volatility

Over the past 35 years, the Fund remained loyal to its core philosophy while demonstrating its ability to adapt to the market environment.

2 minute(s) read