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 • 14 October 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

5 minute(s) read

Strategies insights • 13 October 2025 • English

Carmignac Portfolio Sécurité: Letter from the Fund Managers - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

3 minute(s) read

Strategies insights • 13 October 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

4 minute(s) read

Strategies insights • 13 October 2025 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

4 minute(s) read

Strategies insights • 9 October 2025 • English

Evergreen & Secondaries: When flexibility meets liquidity

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

2 minute(s) read

Strategies insights • 7 October 2025 • English

Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction

How to assess our approach to technology sector equities since the launch of Carmignac Portfolio Tech Solutions?

3 minute(s) read

Strategies insights • 27 August 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

Strategies insights • 25 July 2025 • English

FP Carmignac Emerging Markets: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Strategies insights • 18 July 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers - Q2 2025

Find out our views and positioning on the Fund for the second quarter of 2025.

4 minute(s) read

Strategies insights • 14 July 2025 • English

Quarterly Reports: Second Quarter 2025

Find out our views and positioning on our funds for the second quarter of 2025.