Strategies insights

Strategies insight

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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

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