Strategies insights

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Strategies insights • April 16, 2026 • English

3 years of resilience: Capturing opportunities in a new M&A cycle

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.

2 minute(s) read

Strategies insights • April 15, 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • April 15, 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

Strategies insights • April 14, 2026 • English

Why passive funds miss the point in emerging markets

Emerging markets are defined by high dispersion, structural inefficiency and information asymmetry. For active managers, these are features that can be exploited. For passive investors, they are a problem that an index fund cannot solve.

5 minute(s) read

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Strategies insights • April 14, 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

3 minute(s) read

Strategies insights • April 14, 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

6 minute(s) read

Strategies insights • April 14, 2026 • English

Quarterly Reports: First Quarter 2026

Find out our views and positioning on our funds for the first quarter of 2026.

Strategies insights • April 13, 2026 • English

Carmignac Sécurité: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

3 minute(s) read

Strategies insights • April 13, 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

2 minute(s) read

Strategies insights • April 10, 2026 • English

Carmignac P. Credit: Letter from the Fund Managers - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • April 10, 2026 • English

Carmignac Investissement: Letter from the Fund Manager - Q1 2026

Find out our views and positioning on the Fund for the first quarter of 2026.

3 minute(s) read