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 • November 21, 2025 • English

III. Off the beaten path approach of Carmignac Investissement

Emerging Markets - left out of the index game.

4 minute(s) read

Strategies insights • November 11, 2025 • English

The New Asian Tigers: At the heart of the artificial intelligence revolution

Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of Carmignac Portfolio Emergents, highlights the renewed strength and global relevance of New Asian Tigers.

3 minute(s) read

Strategies insights • November 7, 2025 • English

The End of the Great Moderation: Redefining Multi-Asset Investing

Carmignac Patrimoine demonstrates how flexibility, active management, and macro insight can benefit investors in a world reshaped by inflation and volatility.

1 minute(s) read