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 • 19 April 2023 • English

Carmignac P. EM Debt: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 17 April 2023 • English

Carmignac Portfolio Human Xperience is celebrating its two-year anniversary

Carmignac Portfolio Human Xperience is a Fund focusing on the ‘S’ of ESG.

4 minute(s) read

Strategies insights • 14 April 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 13 April 2023 • English

Carmignac Global Bond: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 13 April 2023 • English

Carmignac P. Flexible Bond : Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 13 April 2023 • English

Carmignac P. Credit: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • 20 March 2023 • English

Emerging markets: a focus on Latin America

Some Latin American countries may merit investors’ attention this year.

5 minute(s) read

Strategies insights • 16 March 2023 • English

Making a difference through emerging markets

Investing in emerging markets reflects an ambition that goes well beyond simple financial performance targets.

6 minute(s) read

Strategies insights • 22 February 2023 • English

Emerging markets: on the road to Asia

New emerging investment opportunities in Asian equity markets

4 minute(s) read

Awards • 20 February 2023 • English

Our Fund Managers awarded for excellence

Xavier Hovasse and Haiyan Li-Labbé awarded for their investment decision-making

2 minute(s) read