Strategies insights

Strategies insight

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Emerging equities • March 25, 2025 • English

Xavier Hovasse and Amol Gogate view the wider South East (SE) Asia region as a rich hunting ground for stock picking.

European equities • February 24, 2025 • English

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains the fund’s allocation to Consumer Staples and where his focus is.

5 minute(s) read

Global equities • February 13, 2025 • English

Stretched equity valuations and political uncertainties should not overshadow the long-term potential of global equities.

3 minute(s) read

Emerging equities • February 6, 2025 • English

3 minute(s) read

Patrimoine Strategy • February 4, 2025 • English

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

Fixed Income Strategy • January 30, 2025 • English

Find out our views and positioning on the Fund for the fourth quarter of 2024.

Thematic equities • January 29, 2025 • English

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

European equities • January 20, 2025 • English

Find out our views and positioning on the Fund for the fourth quarter of 2024.

Market Analysis • January 17, 2025 • English

Find out our views and positioning on our funds for the fourth quarter of 2024.

Alternative Strategy • January 17, 2025 • English

Find out our views and positioning on the Fund for the fourth quarter of 2024.

Alternative Strategy • January 17, 2025 • English

Find out our views and positioning on the Fund for the fourth quarter of 2024.

5 minute(s) read