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 • February 26, 2026 • English

View on rates: Uneven policies, selective duration

After synchronised monetary easing, fiscal dominance and sticky inflation drive policy divergence, calling for selective duration across markets.

7 minute(s) read

Strategies insights • February 23, 2026 • English

Carmignac ELTIF Evergreen: Expanding access to private equity for all investors

Access private equity with Carmignac ELTIF Evergreen, an open-ended fund focused on secondaries, offering diversified exposure to global opportunities.

2 minute(s) read

Strategies insights • February 3, 2026 • English

Emerging Markets awaken

In 2025, Emerging Markets delivered their strongest annual performance since 2017, outperforming both US and developed markets.

2 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • February 3, 2026 • English

Carmignac Investissement: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read

Strategies insights • January 30, 2026 • English

Quarterly Reports: Fourth Quarter 2025

Find out our views and positioning on our funds for the fourth quarter of 2025.

1 minute(s) read

Strategies insights • January 29, 2026 • English

Carmignac Patrimoine: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • January 27, 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read

Strategies insights • January 26, 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read

Strategies insights • January 20, 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read

Strategies insights • January 20, 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

3 minute(s) read