Strategies insights

Strategies insight

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Emerging equities • 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

Global equities • 23 December 2024 • English

FP Carmignac Global Equity Compounders: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies in response to societal issues and changing lifestyles, so too do companies need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Alternative Strategy • 14 November 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2024.

2 minute(s) read

European equities • 6 November 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read

Global equities • 5 November 2024 • English

Quality and Sustainable Investment: Chicken or Egg

Quality and sustainable investments are deeply connected, even though the exact causal link between them remains unclear. Explore Carmignac’s perspective on this relationship.

3 minute(s) read