Strategies insights

Strategies insight

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Strategies insights • 22 May 2026 • English

Thirty-seven years in emerging markets: Carmignac's pioneering expertise

Carmignac has invested in emerging markets since 1989, bringing decades of expertise and a long-term perspective to the asset class.

3 minute(s) read

Strategies insights • 9 January 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

Strategies insights • 23 December 2024 • English

FP Carmignac Global Equity Compounders: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies in response to societal issues and changing lifestyles, so too do companies need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Strategies insights • 14 November 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

2 minute(s) read

Strategies insights • 6 November 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read

Strategies insights • 5 November 2024 • English

Quality and Sustainable Investment: Chicken or Egg

Quality and sustainable investments are deeply connected, even though the exact causal link between them remains unclear. Explore Carmignac’s perspective on this relationship.

3 minute(s) read