Strategies insights

Strategies insight

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European equities • 7 July 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Fixed Income Strategy • 11 January 2023 • English

Carmignac P. EM Debt: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

4 minute(s) read

Thematic equities • 6 January 2023 • English

Family businesses in five charts

Why do family businesses perform better on the stock market?

4 minute(s) read

Fixed Income Strategy • 16 December 2022 • English

3 Reasons why to invest in Emerging Market Debt

1 minute(s) read

Fixed Income Strategy • 1 December 2022 • English

Sky-high inflation and volatility spell exciting times for global bond funds

Abdelak Adjriou reveals why fixed income is at a turning point in a behind-the-scenes interview with Frank Talbot, Head of Investment Research at Citywire

Thematic equities • 8 November 2022 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Thematic equities • 2 November 2022 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Emerging equities • 1 November 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

7 minute(s) read

Patrimoine Strategy • 1 November 2022 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

6 minute(s) read

Emerging equities • 1 November 2022 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Alternative Strategy • 28 October 2022 • English

European Long Short Equity: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read