Strategies insights

Strategies insight

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Strategies insights • July 2, 2026 • English

Why the emerging markets trade is nowhere near its end

Naomi Waistell explains how shifting AI bottlenecks are creating new investment opportunities across the value chain.

4 minute(s) read

Strategies insights • June 3, 2025 • English

New world, new rules: Agility put to the test by Trump 2.0

Carmignac Patrimoine: When agility rhymes with performance.

4 minute(s) read

Strategies insights • May 28, 2025 • English

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

Towards a paradigm shift for the eurozone, preventing a return to the zero interest rates of the last decade.

3 minute(s) read

Strategies insights • May 20, 2025 • English

Behind the deals: Our private equity experts answer your questions

Our private equity experts answer the most frequently asked questions received from investors, who are keen to add this attractive asset class to their portfolios.

4 minute(s) read

Strategies insights • May 19, 2025 • English

Eastern Building Blocs: Seeking opportunities in Bond Markets

Abdelak Adjriou and Alessandra Alecci consider investment prospects specifically for Poland, Hungary and Romania and despite the ongoing war in Ukraine.

7 minute(s) read