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 • 30 January 2025 • English

FP Carmignac Global Bond: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 29 January 2025 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 20 January 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 20 January 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 17 January 2025 • English

Quarterly Reports: Fourth Quarter 2024

Find out our views and positioning on our funds for the fourth quarter of 2024.

Strategies insights • 17 January 2025 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

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

2 minute(s) read

Strategies insights • 13 January 2025 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 9 January 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

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

Strategies insights • 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

Strategies insights • 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