Strategies insights

Strategies insight

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Strategies insights • 22 May 2026 • English

Thirty-seven years in emerging markets: Carmignac's pioneering expertise

Carmignac has invested in emerging markets since 1989, bringing decades of expertise and a long-term perspective to the asset class.

3 minute(s) read

Strategies insights • 22 April 2025 • English

Factors fueling the growth of secondary markets

Secondary markets are benefiting from the current macroeconomic context and the structural needs from private equity firms.

1 minute(s) read

Strategies insights • 17 April 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 17 April 2025 • English

Quarterly Reports: First Quarter 2025

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

Strategies insights • 17 April 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • 17 April 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 17 April 2025 • English

FP Carmignac Emerging Markets: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 16 April 2025 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 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

Strategies insights • 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

Strategies insights • 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