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

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Strategies insights • July 15, 2025 • English

Carmignac Investissement: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • July 14, 2025 • English

Quarterly Reports: Second Quarter 2025

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

Strategies insights • July 14, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

Strategies insights • July 14, 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • July 11, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2025

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

3 minute(s) read

Strategies insights • July 11, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers - Q2 2025

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

2 minute(s) read

Strategies insights • July 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q2 2025

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

3 minute(s) read

Strategies insights • July 10, 2025 • English

Carmignac P. Credit: 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 8, 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Strategies insights • June 20, 2025 • English

The secondary market: A fertile hunting ground for the value-focused investor

Secondary transactions in private equity are becoming increasingly integral to institutional investment strategies, providing flexibility and improved capital efficiency.

3 minute(s) read