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 • October 17, 2023 • English

Carmignac P. EM Debt: Letter from the Fund Managers

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

Strategies insights • October 16, 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

2 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

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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.