Strategies insights

Why EM debt may remain one of the most compelling opportunities in fixed income despite oil shocks and geopolitical volatility.

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains why he thinks now is the right time to invest in quality stocks in Europe.

Private equity, the Carmignac way: evergreen structure, disciplined allocation and broader investor access.

After synchronised monetary easing, fiscal dominance and sticky inflation drive policy divergence, calling for selective duration across markets.

Access private equity with Carmignac ELTIF Evergreen, an open-ended fund focused on secondaries, offering diversified exposure to global opportunities.

In 2025, Emerging Markets delivered their strongest annual performance since 2017, outperforming both US and developed markets.

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

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

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

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