Strategies insights

Strategies insight

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Strategies insights • August 19, 2026 • English

Inflation: Back to the future

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

Strategies insights • July 16, 2026 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

4 minute(s) read

Strategies insights • July 16, 2026 • English

Carmignac Sécurité: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • July 15, 2026 • English

Carmignac P. Credit: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • July 15, 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

4 minute(s) read

Strategies insights • July 14, 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

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Strategies insights • July 14, 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

2 minute(s) read

Strategies insights • July 14, 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

2 minute(s) read

Strategies insights • July 8, 2026 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026

2 minute(s) read

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 • June 26, 2026 • English

How to manage semi-illiquidity in evergreen funds?

Private equity is inherently illiquid. Learn how evergreen funds organise liquidity through portfolio construction, diversification and disciplined management.

3 minute(s) read