Strategies insights

Strategies insight

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Emerging equities • 25 July 2025 • English

FP Carmignac Emerging Markets: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

Patrimoine Strategy • 18 July 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers - Q2 2025

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

4 minute(s) read

Market Analysis • 14 July 2025 • English

Quarterly Reports: Second Quarter 2025

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

European equities • 14 July 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Global equities • 14 July 2025 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

European equities • 14 July 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Fixed Income Strategy • 11 July 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Fixed Income Strategy • 11 July 2025 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

European equities • 7 July 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Private Assets • 20 June 2025 • English

The secondary market: A fertile hunting ground for the value-focused investor

Secondary transactions in private equity are becoming increasingly integral to institutional investment strategies, providing flexibility and improved capital efficiency.

3 minute(s) read

Private Assets • 19 June 2025 • English

Managing the J-Curve of Private Markets – one of the advantages of semi-liquid structures

Recently, fund managers have started to adopt other structures to offer access to private market assets, such as semi-liquid or evergreen funds.

3 minute(s) read