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 • July 18, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers - Q2 2025

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

4 minute(s) read

Strategies insights • July 17, 2025 • English

Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction

One year after the launch of Carmignac Portfolio Tech Solutions, how to assess our approach to technology sector equities?

3 minute(s) read

Strategies insights • July 17, 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2025

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

2 minute(s) read

Strategies insights • July 16, 2025 • English

Has the moment for credit passed?

In a highly volatile environment, the credit asset class posted a strong positive performance. What can we expect from this asset class going forward?

3 minute(s) read