Strategies insights

Strategies insight

Top Story

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 • May 9, 2022 • English

Carmignac P. Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2022.

5 minute(s) read

Strategies insights • May 3, 2022 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2022.

5 minute(s) read

Strategies insights • May 2, 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2022.

6 minute(s) read

Strategies insights • April 28, 2022 • English

Breaking down European stereotypes: Carmignac Portfolio Patrimoine Europe

Keith Ney and Mark Denham talk about their successful European multi-asset Fund

4 minute(s) read

Strategies insights • April 26, 2022 • English

Carmignac Sécurité : Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2022.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • April 26, 2022 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and Fund positioning for the first quarter of 2022

9 minute(s) read

Awards • April 21, 2022 • English

Carmignac awarded across strategies in Nordics and Europe

Carmignac awarded across strategies in Nordics and Europe Lipper Awards 2022

1 minute(s) read

Strategies insights • April 10, 2022 • English

Carmignac Patrimoine : Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2022.

5 minute(s) read

Strategies insights • February 4, 2022 • English

Carmignac Sécurité : Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2021

4 minute(s) read

Strategies insights • January 25, 2022 • English

Five reasons to retain an interest in fintechs

Supported by consumers’ digitalisation, fintech growth should continue over the coming years.

3 minute(s) read