Strategies insights

Strategies insight

Top Story

Strategies insights • 15 September 2026 • English

Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe

Discover a high-conviction European equity strategy that looks beyond traditional investment styles and sectors to capture new opportunities and identify tomorrow’s leaders.

Strategies insights • 24 April 2023 • English

Carmignac Portfolio Grandchildren: 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 • 21 April 2023 • English

Carmignac Sécurité: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • 20 April 2023 • English

Carmignac Patrimoine: 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 • 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 • 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