Strategies insights

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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 • October 11, 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

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Strategies insights • October 11, 2023 • English

Carmignac Investissement: Letter from the Fund Manager

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

Strategies insights • October 11, 2023 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

Strategies insights • September 22, 2023 • English

Artificial intelligence: not just a tech phenomenon

Artificial intelligence (AI) has been around for many years now. It is already widely adopted in all areas of business and everyday life.

4 minute(s) read

Awards • September 19, 2023 • English

Carmignac Portfolio Grandchildren once again rewarded

Carmignac Portfolio Grandchildren has won the Globes de la Gestion 2023 award.

3 minute(s) read

Strategies insights • July 28, 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • July 28, 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • July 28, 2023 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • July 26, 2023 • English

Carmignac P. Emerging Patrimoine: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • July 26, 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

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

5 minute(s) read