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

Sun piercing through the clouds

Strategies insights • 16 February 2024 • English

FP Carmignac European Leaders: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

4 minute(s) read

Strategies insights • 15 February 2024 • English

2024: A game changer for Emerging Markets

Since its creation in 1989, Carmignac has always had a strong conviction in emerging markets. Over the years, Carmignac has built up a solid expertise in the emerging universe.

1 minute(s) read

Strategies insights • 13 February 2024 • English

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

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Strategies insights • 8 February 2024 • English

Building the world of tomorrow with FP Carmignac Global Equity Compounders

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance.

5 minute(s) read

Awards • 1 February 2024 • English

FP Carmignac Emerging Markets: A recognised long-term expertise in emerging markets

We are proud to announce that our FP Carmignac Emerging Markets fund received an Elite Rating by FundCalibre.

Strategies insights • 1 February 2024 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

Strategies insights • 29 January 2024 • English

Quarterly Reports: Fourth Quarter 2023

Find out our views and positioning on our funds for the fourth quarter of 2023.

Strategies insights • 23 January 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

7 minute(s) read

Strategies insights • 23 January 2024 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Strategies insights • 16 January 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read