Strategies insights

Strategies insight

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Strategies insights • 3 February 2026 • English

Emerging Markets awaken

In 2025, Emerging Markets delivered their strongest annual performance since 2017, outperforming both US and developed markets.

2 minute(s) read

Strategies insights • 30 January 2026 • English

Quarterly Reports: Fourth Quarter 2025

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

1 minute(s) read

Strategies insights • 29 January 2026 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers - Q4 2025

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

4 minute(s) read

Strategies insights • 28 January 2026 • English

Ready for the next emerging markets super cycle

As part of an exclusive partnership, Citywire’s experts interviewed Xavier Hovasse and Naomi Waistell, co-Fund Managers of Carmignac’s Emerging Market equity strategies, to gain a deeper insight into their current market outlook and investment philosophy.

6 minute(s) read

Strategies insights • 26 January 2026 • English

FP Carmignac Emerging Markets: Letter from the Fund Managers - Q4 2025

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

3 minute(s) read

Strategies insights • 20 January 2026 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers - Q4 2025

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

3 minute(s) read

Strategies insights • 20 January 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q4 2025

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

2 minute(s) read

Strategies insights • 20 January 2026 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q4 2025

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

4 minute(s) read

Strategies insights • 19 January 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q4 2025

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

4 minute(s) read

Strategies insights • 15 January 2026 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q4 2025

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

5 minute(s) read

Strategies insights • 14 January 2026 • English

Carmignac Portfolio Sécurité: Letter from the Fund Managers - Q4 2025

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

4 minute(s) read