Strategies insights

Discover how geopolitical conflict has influenced asset classes differently, creating unexpected market dynamics and outcomes.

Higher rates, geopolitical risk, resilient markets: where investors can still be paid to take risk.

Carmignac has invested in emerging markets since 1989, bringing decades of expertise and a long-term perspective to the asset class.

Why EM debt may remain one of the most compelling opportunities in fixed income despite oil shocks and geopolitical volatility.

Mark Denham, fund manager of the FP Carmignac ICVC European Leaders Fund, explains why he thinks now is the right time to invest in quality stocks in Europe.

Emerging markets are no longer synonymous with disappointment: their current structural reality reflects a profound transformation of this asset class.

Find out our views and positioning on the Fund for the first quarter of 2026.

Find out our views and positioning on the Fund for the first quarter of 2026.

Find out our views and positioning on the Fund for the first quarter of 2026.

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.