Strategies insights

Strategies insight

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Strategies insights • 28 January 2026 • English

Ready for the next emerging markets super cycle

As part of an exclusive partnership, Citywire’s experts interviewed Xavier Hovasse and Naomi Waistell, co-Fund Managers of Carmignac’s Emerging Market equity strategies, to gain a deeper insight into their current market outlook and investment philosophy.

6 minute(s) read

Strategies insights • 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

Strategies insights • 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

Strategies insights • 28 June 2021 • English

Carmignac Portfolio Grandchildren is celebrating its 2-year anniversary

Deep dive into the fund's philosophy, its 2-year performance, and how we are currently positioned so as to maximize what we believe will come next.

4 minute(s) read

Strategies insights • 18 June 2021 • English

Four major trends in China to keep an eye on in the future

Fund Manager Haiyan Li-Labbé presents her analysis and long-term outlook for China’s economy and stock market.

3 minute(s) read

Strategies insights • 4 June 2021 • English

Keeping up with the new consumer

Constantly checking the pulse of consumers is crucial for companies, as shoppers’ behavior quickly changes and evolves within broader trends.

3 minute(s) read

Strategies insights • 31 May 2021 • English

Answering the big Q: How to manage uncertainty?

Listen to the podcast with Didier Saint-Georges

1 minute(s) read

Strategies insights • 28 May 2021 • English

Could the Chinese stock market be a source of opportunity for the next 10 to 15 years?

China is pushing through major reforms and, therefore, offers investment opportunities in healthcare, consumer goods, green energy and technology.

2 minute(s) read

Strategies insights • 26 May 2021 • English

The success story in Emerging Markets has only just begun

Xavier Hovasse shines a light on an asset class that is still flying under the radar and explains how to make the most of it.

4 minute(s) read

Strategies insights • 3 May 2021 • English

Are Emerging Markets leading the way of the Fourth industrial revolution?

While all eyes are focused on the United States, Emerging Markets have moved into top gear and seem ready to overtake their US rivals.

3 minute(s) read

Strategies insights • 28 April 2021 • English

Carmignac Emergents: Letter from the Fund Managers

We keep our constructive outlook on China, which is still our biggest country allocation. In our view, China is home to the world’s most effectively managed major economy.

5 minute(s) read