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 July 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • 14 July 2025 • English

FP Carmignac Global Equity Compounders: 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 • 14 July 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • 11 July 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • 11 July 2025 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • 7 July 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Strategies insights • 20 June 2025 • English

The secondary market: A fertile hunting ground for the value-focused investor

Secondary transactions in private equity are becoming increasingly integral to institutional investment strategies, providing flexibility and improved capital efficiency.

3 minute(s) read

Strategies insights • 19 June 2025 • English

Managing the J-Curve of Private Markets – one of the advantages of semi-liquid structures

Recently, fund managers have started to adopt other structures to offer access to private market assets, such as semi-liquid or evergreen funds.

3 minute(s) read

Strategies insights • 12 June 2025 • English

A promising start for our private market evergreen strategy

Our private equity fund, which offers access to private companies for all professional investors, delivered a robust performance in its first year.

2 minute(s) read

Strategies insights • 27 May 2025 • English

Why you (too) should invest in private equity and add it to your portfolio: Illustrated in 5 charts

Discover the benefits of investing in private equity and how it can offer significant diversification and potential returns to your portfolio.

2 minute(s) read