Strategies insights

Strategies insight

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European equities • 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

Alternative Strategy • 14 April 2025 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

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

3 minute(s) read

Emerging equities • 25 March 2025 • English

Southeast Asia: A powerhouse in the making

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

4 minute(s) read

Private Assets • 17 March 2025 • English

A practical guide to navigating secondary markets in private equity

Secondary private equity markets are clearly a vital source of liquidity for traditional private equity investors. Why is it an increasingly appealing segment?

3 minute(s) read

European equities • 24 February 2025 • English

Beyond the plate - Why we favour personal care over food companies

Mark Denham, fund manager of the FP Carmignac ICVC European Leaders Fund, explains the fund’s allocation to consumer staples and where his focus is.

5 minute(s) read

Emerging equities • 6 February 2025 • English

FP Carmignac Emerging Markets: Letter from the fund manager

3 minute(s) read