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 • July 11, 2022 • English

Carmignac Sécurité: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • July 11, 2022 • English

Carmignac Patrimoine: Letter from the Fund Manager

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

7 minute(s) read

Strategies insights • July 8, 2022 • English

Carmignac's fixed income fund range

Surfing the economic cycle: discover the power of a flexible long-term approach

Strategies insights • July 8, 2022 • English

Carmignac P. Credit : Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • June 16, 2022 • English

The main convictions of Carmignac Portfolio Global Bond

7 minute(s) read

Strategies insights • May 30, 2022 • English

Investing today is all about flexibility and risk management

The three managers of our Carmignac Patrimoine explain how they cope with the current challenging environment

4 minute(s) read

Strategies insights • May 9, 2022 • English

Carmignac P. Grande Europe: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • May 3, 2022 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • May 2, 2022 • English

Carmignac Emergents: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • April 28, 2022 • English

Breaking down European stereotypes: Carmignac Portfolio Patrimoine Europe

Keith Ney and Mark Denham talk about their successful European multi-asset Fund

4 minute(s) read