Strategies insights

Strategies insight

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Strategies insights • 8 December 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Strategies insights • 3 December 2025 • English

Carmignac Portfolio Tech Solutions at the time of the AI revolution

As concerns about a potential artificial intelligence bubble continue to grow, investors are asking themselves: are AI companies overvalued?

2 minute(s) read

Strategies insights • 11 November 2025 • English

The New Asian Tigers: At the heart of the artificial intelligence revolution

Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of FP Carmignac Emerging Markets, highlights the renewed strength and global relevance of New Asian Tigers.

3 minute(s) read

Strategies insights • 24 October 2025 • English

FP Carmignac Emerging Markets: 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 • 23 October 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager - Q3 2025

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

5 minute(s) read

Strategies insights • 21 October 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2025

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

3 minute(s) read

Strategies insights • 20 October 2025 • English

Quarterly Reports: Third Quarter 2025

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

Strategies insights • 17 October 2025 • English

EM sovereign credit: Can the juggernaut roll on?

Guillaume Rigeade and Alessandra Alecci, managers of Carmignac Portfolio Global Bond and Carmignac Portfolio EM Debt, explore opportunities in hard-currency emerging market sovereign credit. After strong performance in 2025, spreads are close to multi-years lows. Can the rally continue.

6 minute(s) read