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Strategies insights • 8 May 2026 • English

Quality in Europe: Are we at a turning point?

Mark Denham, fund manager of the FP Carmignac ICVC European Leaders Fund, explains why he thinks now is the right time to invest in quality stocks in Europe.

9 minute(s) read

Strategies insights • 4 May 2026 • English

Revival after 15 years of underperformance: Why emerging markets now matter more than ever

Emerging markets are no longer synonymous with disappointment: their current structural reality reflects a profound transformation of this asset class.

4 minute(s) read

Strategies insights • 27 April 2026 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

2 minute(s) read

Strategies insights • 20 April 2026 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

5 minute(s) read

Strategies insights • 20 April 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

5 minute(s) read

Strategies insights • 16 April 2026 • English

3 years of resilience: Capturing opportunities in a new M&A cycle

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.

2 minute(s) read

Strategies insights • 15 April 2026 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 15 April 2026 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • 14 April 2026 • English

Quarterly Reports: First Quarter 2026

Find out our views and positioning on our funds for the first quarter of 2026.

Strategies insights • 14 April 2026 • English

Why emerging markets call for a more active approach

Emerging markets are defined by high dispersion, structural inefficiency and information asymmetry. For active managers, these are features that can be exploited. For passive investors, they are a problem that an index fund cannot solve.

5 minute(s) read