Strategies insights

Strategies insight

Top Story

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 • 13 July 2023 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 13 July 2023 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • 12 July 2023 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 12 July 2023 • English

Carmignac Investissement: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 11 July 2023 • English

Carmignac P. Credit: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 10 July 2023 • English

How do Chinese companies succeed internationally

New emerging investment opportunities in Chinese equity markets.

Strategies insights • 10 July 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • 11 May 2023 • English

Emerging markets: looking at Eastern Europe

No need to look far to benefit from emerging market potential

5 minute(s) read

Strategies insights • 10 May 2023 • English

Lessons from China: Exploring the great reopening

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!

3 minute(s) read

Strategies insights • 5 May 2023 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

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

6 minute(s) read