Strategies insights

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

Secondary private equity markets are clearly a vital source of liquidity for traditional private equity investors. Why is it an increasingly appealing segment?

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.

Stretched equity valuations and political uncertainties should not overshadow the long-term potential of global equities.

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

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

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

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

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