Strategies insights

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

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.

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

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

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

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.

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

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

Listen to the podcast with Didier Saint-Georges

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