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

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

Strategies insights • 2 July 2020 • English

Carmignac Patrimoine: a vision for the long term

INVESTING FOR TOMORROW | In order to safely navigate turbulent markets, it is crucial to be able to identify and take advantage of major long-term trends.

1 minute(s) read

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

Strategies insights • 25 June 2020 • English

Carmignac Patrimoine: flexible management is (still) the watchword

INVESTING FOR TOMORROW | The times are changing, and financial markets are no exception to the rule. Investors therefore have a crucial need for responsiveness to be able to adapt to and take full advantage of those changes.

3 minute(s) read

Strategies insights • 2 June 2020 • English

Carmignac European Leaders: Sustainable investing in Europe’s innovative leaders

A European ex-UK strategy which capitalises on a robust process, a sustainable approach, and a passion for innovation.

2 minute(s) read

[Main Media] Expertise Emerging Markets

Strategies insights • 11 May 2020 • English

Navigating through Emerging Markets with selectivity and cautiousness

Although very early and difficult to assess and quantify the full impact of Covid-19, find out our views and positioning on emerging markets.

1 minute(s) read

Strategies insights • 21 April 2020 • English

FP Carmignac European Leaders: A well-oiled approach to European Equities ex-UK

Discover the approach of Mark Denham to European Equities ex-UK, awarded by Citywire.

2 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 9 April 2020 • English

Carmignac Investissement: Disruptive thematic

Towards an acceleration of major disruptive trends after the crisis?

2 minute(s) read

Strategies insights • 1 April 2020 • English

The “Emerging Discovery” strategy through the eyes of the Fund Manager

[Main Media] [Flash Note] David Older 837x465

Strategies insights • 5 March 2020 • English

Equity strategy by David Older: Don’t forget the big picture!

A constructive but bumpy road for equities. In 2020, investors would be wiser to follow a truly active approach as opposed to a trend-based one.

1 minute(s) read

Strategies insights • 13 February 2020 • English

A promising start for Carmignac Portfolio Patrimoine Europe

Two years after its launch, discover the first results of the Fund

2 minute(s) read

[Main Media] [Funds Focus] [CCR] Pierre Verlé

Strategies insights • 11 February 2020 • English

Credit: The bond asset class you shouldn’t miss

Listen to Pierre Verlé, Head of Credit, talking about the opportunities that credit markets can offer