Strategies insights

Strategies insight

Top Story

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 • 28 April 2021 • English

Carmignac Sécurité: Letter from the Fund Manager

A flexible investment approach and cautious portfolio construction enabled us to take rising yields in our stride.

4 minute(s) read

Strategies insights • 28 April 2021 • English

Carmignac P. Grande Europe: Letter from the Fund Manager

We stick to our long-standing investment focus on secular growth companies and to seize opportunities to add new names.

4 minute(s) read

[Main Media] [Fund Focus] [CP Campaign]

Strategies insights • 28 April 2021 • English

Carmignac Patrimoine: Letter from the Fund Managers

The re-opening path will be bumpy but will offer opportunities for both stock and bond pickers, thus we will try to maintain a balanced portfolio construction across asset classes, risk factors, and time horizons

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 28 April 2021 • English

Carmignac Investissement: Letter from the Fund Manager

We maintain a liquid and solid portfolio of strong conviction investments, diversified in terms of geography, sectors and themes.

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 9 April 2021 • English

Data: the new commodity

Is data the oil of the 21st century? Carmignac explores opportunities to invest in companies that dig, refine and use this new commodity.

3 minute(s) read

Strategies insights • 2 April 2021 • English

Take advantage of Emerging Markets with Carmignac Emergents

Our flagship Emerging Market (EM) equity fund that combines our EM expertise since 1989 with our responsible investment credentials.

3 minute(s) read

Strategies insights • 2 April 2021 • English

The increasing influence of Emerging Markets

Since the early 1980s, the economic and financial influence of Emerging Markets has grown dramatically, and this trend is set to continue.

2 minute(s) read

Strategies insights • 5 February 2021 • English

Europe: Opportunities amid complexity

It is always the right time to invest in Europe, if you have the right approach. Listen to our Fund Managers’ insights and outlook for 2021.

1 minute(s) read

Strategies insights • 2 February 2021 • English

Carmignac Portfolio Grande Europe: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

3 minute(s) read

Strategies insights • 2 February 2021 • English

Carmignac Sécurité: Letter from the Portfolio Manager

Find out our views and positioning on the Fund

4 minute(s) read