Strategies insights

Strategies insight

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European equities • 7 July 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Fixed Income Strategy • 14 October 2021 • English

3 questions to Joseph Mouawad on Emerging Market Debt

Emerging market debt can play a key role in investors’ fixed income allocation. Discover Joseph Mouawad’s views and approach.

5 minute(s) read

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Global equities • 27 July 2021 • English

Carmignac Investissement : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

Fixed Income Strategy • 27 July 2021 • English

Carmignac Sécurité : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

European equities • 27 July 2021 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

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Patrimoine Strategy • 27 July 2021 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

Emerging equities • 27 July 2021 • English

Carmignac Emergents : Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2021.

6 minute(s) read

Global equities • 16 July 2021 • English

Global Equities: Quality is the name of the game

The FP Carmignac Global Equity Compounders fund looks for quality companies across the globe – companies that today show the characteristics we believe are needed to successfully grow overtime.

3 minute(s) read

Fixed Income Strategy • 9 July 2021 • English

Flexibility and conviction at the heart of your fixed income portfolio

Build a solid foundation with our active bond asset allocation strategy.

4 minute(s) read

Emerging equities • 5 July 2021 • English

Is China Driving Emerging Markets?

Over the years, China has become a leading emerging market player and, above all, a must for equity investors in search of growth.

4 minute(s) read

Global equities • 1 July 2021 • English

Our global equity OEIC strategy celebrates its 1-year anniversary

FP Carmignac Global Equity Compounders is a global equity fund managed by Mark Denham and Obe Ejikeme, which aims to deliver long-term returns.

1 minute(s) read