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 • October 11, 2023 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

Strategies insights • October 11, 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

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Strategies insights • October 11, 2023 • English

Carmignac Investissement: Letter from the Fund Manager

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

Strategies insights • October 11, 2023 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

Strategies insights • September 22, 2023 • English

Artificial intelligence: not just a tech phenomenon

Artificial intelligence (AI) has been around for many years now. It is already widely adopted in all areas of business and everyday life.

4 minute(s) read

Strategies insights • July 28, 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • July 26, 2023 • English

Carmignac P. Emerging Patrimoine: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • July 26, 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • July 26, 2023 • English

Carmignac European Long Short Equity: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • July 18, 2023 • English

Carmignac P. EM Debt: Letter from the Fund Manager

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

5 minute(s) read