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 • October 13, 2023 • English

Carmignac Sécurité: Letter from the Fund Manager

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

Strategies insights • October 13, 2023 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

Strategies insights • October 12, 2023 • English

An intergenerational Fund focused on quality, sustainable companies

We are convinced that, as investors, it is our responsibility to create both financial and extra-financial value for our clients through a sustainable approach.

2 minute(s) read

Strategies insights • October 12, 2023 • English

Carmignac P. Global Bond: Letter from the Fund Managers

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

Strategies insights • October 11, 2023 • English

Carmignac P. Credit: Letter from the Fund Managers

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

Strategies insights • October 11, 2023 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

Strategies insights • October 11, 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

[Background image] [CI] Blue sky and buildings

Strategies insights • October 11, 2023 • English

Carmignac Investissement: Letter from the Fund Manager

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

Strategies insights • October 11, 2023 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

Strategies insights • September 22, 2023 • English

Artificial intelligence: not just a tech phenomenon

Artificial intelligence (AI) has been around for many years now. It is already widely adopted in all areas of business and everyday life.

4 minute(s) read