Strategies insights

Strategies insight

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Strategies insights • May 4, 2026 • English

Revival after 15 years of underperformance: Why emerging markets now matter more than ever

Emerging markets are no longer synonymous with disappointment: their current structural reality reflects a profound transformation of this asset class.

4 minute(s) read

Strategies insights • April 29, 2024 • English

Quarterly Reports: First Quarter 2024

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

1 minute(s) read

Strategies insights • April 24, 2024 • English

Carmignac P. Emergents: Letter from the Portfolio Managers

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

5 minute(s) read

Strategies insights • April 23, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 18, 2024 • English

Carmignac Sécurité: 35 years of regular returns and limited volatility

Over the past 35 years, the Fund remained loyal to its core philosophy while demonstrating its ability to adapt to the market environment.

2 minute(s) read

Strategies insights • April 18, 2024 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 17, 2024 • English

Carmignac Portfolio Human Xperience celebrates its three-year anniversary

Carmignac Portfolio Human Xperience is a thematic fund that aims to have a positive contribution to society by investing in companies that stand out for their positive customer and employee experiences.

5 minute(s) read