Strategies insights

Strategies insight

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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 • 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

Strategies insights • January 20, 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q4 2025

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

2 minute(s) read

Strategies insights • January 20, 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q4 2025

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

4 minute(s) read

Strategies insights • January 19, 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q4 2025

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

4 minute(s) read

Strategies insights • January 15, 2026 • English

Carmignac P. Flexible Bond: 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 15, 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q4 2025

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

5 minute(s) read

Strategies insights • January 14, 2026 • English

Carmignac Sécurité: 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 14, 2026 • English

Carmignac P. Credit: 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 14, 2026 • English

How should investors take advantage of the late cycle environment in fixed income markets?

The current environment is marked by visible tensions on economic and geopolitical considerations. However, these divergences can represent investment opportunities for flexible bond strategies.

4 minute(s) read

Strategies insights • December 8, 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read