Strategies insights

Strategies insight

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Private Assets • 12 June 2025 • English

A promising start for our private market evergreen strategy

Our private equity fund, which offers access to private companies for all professional investors, delivered a robust performance in its first year.

2 minute(s) read

European equities • 17 April 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

European equities • 17 April 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Patrimoine Strategy • 17 April 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Emerging equities • 17 April 2025 • English

FP Carmignac Emerging Markets: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

4 minute(s) read

Global equities • 16 April 2025 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Alternative Strategy • 14 April 2025 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Emerging equities • 25 March 2025 • English

Southeast Asia: A powerhouse in the making

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

4 minute(s) read

Private Assets • 17 March 2025 • English

A practical guide to navigating secondary markets in private equity

Secondary private equity markets are clearly a vital source of liquidity for traditional private equity investors. Why is it an increasingly appealing segment?

3 minute(s) read

Sun piercing through the clouds

European equities • 24 February 2025 • English

Beyond the plate - Why we favour personal care over food companies

Mark Denham, fund manager of the FP Carmignac ICVC European Leaders Fund, explains the fund’s allocation to consumer staples and where his focus is.

5 minute(s) read

Emerging equities • 6 February 2025 • English

FP Carmignac Emerging Markets: Letter from the fund manager

3 minute(s) read