Strategies insights

Strategies insight

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Strategies insights • 30 March 2026 • English

Carmignac Portfolio Patrimoine: The Key to Effective Diversification

When traditional diversification fails, what’s next? Explore how active allocation, differentiated drivers, and flexible strategies aim to build more resilient portfolios.

4 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

Strategies insights • 3 February 2023 • English

Is 2023 the year to add China to your core allocation?

5 minute(s) read

Strategies insights • 1 February 2023 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 1 February 2023 • English

Carmignac Emergents: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 27 January 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 19 January 2023 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • 18 January 2023 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

4 minute(s) read