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 • January 13, 2023 • English

Carmignac Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

5 minute(s) read

Strategies insights • January 12, 2023 • English

Carmignac Portfolio Flexible Bond : Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2022

4 minute(s) read

Strategies insights • January 11, 2023 • English

Carmignac Sécurité: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

6 minute(s) read

Strategies insights • January 11, 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

5 minute(s) read

Strategies insights • January 11, 2023 • English

Carmignac P. Credit : Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2022

4 minute(s) read

Strategies insights • January 11, 2023 • English

Carmignac P. EM Debt: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2022.

4 minute(s) read

Strategies insights • December 16, 2022 • English

3 Reasons why to invest in Emerging Market Debt

1 minute(s) read

Strategies insights • December 1, 2022 • English

Sky-high inflation and volatility spell exciting times for global bond funds

Abdelak Adjriou reveals why fixed income is at a turning point in a behind-the-scenes interview with Frank Talbot, Head of Investment Research at Citywire

Strategies insights • November 2, 2022 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Strategies insights • November 1, 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

7 minute(s) read