Strategies insights

Strategies insight

Top Story

Alternative Strategy • August 27, 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

Fixed Income Strategy • July 12, 2023 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2023.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • July 12, 2023 • English

Carmignac Investissement: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2023.

5 minute(s) read

Fixed Income Strategy • July 11, 2023 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2023

4 minute(s) read

Emerging equities • July 10, 2023 • English

How do Chinese companies succeed internationally

New emerging investment opportunities in Chinese equity markets.

Global equities • July 10, 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2023

6 minute(s) read

Fixed Income Strategy • May 11, 2023 • English

Emerging markets: looking at Eastern Europe

No need to look far to benefit from emerging market potential

6 minute(s) read

Emerging equities • May 10, 2023 • English

Lessons from China: Exploring the great reopening

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!

3 minute(s) read

Patrimoine Strategy • May 5, 2023 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2023.

6 minute(s) read

Emerging equities • May 3, 2023 • English

Carmignac Portfolio Human Xperience: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2023.

5 minute(s) read

[Article image] [Flash Note] Blue bridge

Thematic equities • May 3, 2023 • English

Is tech back on top?

3 minute(s) read