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

Strategies insights • April 12, 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2024.

4 minute(s) read

Strategies insights • April 12, 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

5 minute(s) read

Strategies insights • April 11, 2024 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2024.

3 minute(s) read

Strategies insights • April 10, 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

2 minute(s) read

Strategies insights • April 10, 2024 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2024.

3 minute(s) read

Awards • March 11, 2024 • English

Best ESG Alternative Fund award goes to Carmignac

ESG Champions 2024

1 minute(s) read

Strategies insights • February 15, 2024 • English

2024: A game changer for Emerging Markets

Since its creation in 1989, Carmignac has always had a strong conviction in emerging markets. Over the years, Carmignac has built up a solid expertise in the emerging universe.

1 minute(s) read

Strategies insights • February 13, 2024 • English

Carmignac Portfolio Long-Short European Equities: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Strategies insights • February 1, 2024 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

Strategies insights • January 29, 2024 • English

Quarterly Reports: Fourth Quarter 2023

Find out our views and positioning on our funds for the fourth quarter of 2023.