Strategies insights

Strategies insight

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Strategies insights • November 24, 2025 • English

Ready for the next emerging markets super cycle

As part of an exclusive partnership, Citywire’s experts interviewed Xavier Hovasse and Naomi Waistell, co-Fund Managers of Carmignac’s Emerging Market equity strategies, to gain a deeper insight into their current market outlook and investment philosophy.

6 minute(s) read

Strategies insights • October 16, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers - Q3 2025

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

Speakers : Eliezer Ben Zimra, Guillaume Rigeade, Kristofer Barrett, Jacques Hirsch

3 minute(s) read

Strategies insights • October 15, 2025 • English

Carmignac Portfolio Human Xperience: Timely, tangible, transformative

Speakers : Obe Ejikeme

3 minute(s) read

Strategies insights • October 15, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers - Q3 2025

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

Speakers : Alexandre Deneuville, Pierre Verlé

3 minute(s) read

Strategies insights • October 14, 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q3 2025

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

Speakers : Mark Denham

5 minute(s) read

Strategies insights • October 14, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q3 2025

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

Speakers : Guillaume Rigeade, Eliezer Ben Zimra

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • October 13, 2025 • English

Carmignac Investissement: Letter from the Fund Manager - Q3 2025

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

Speakers : Kristofer Barrett

3 minute(s) read

Strategies insights • October 13, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers - Q3 2025

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

Speakers : Marie-Anne Allier, Aymeric Guedy

3 minute(s) read

Strategies insights • October 13, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q3 2025

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

Speakers : Abdelak Adjriou

4 minute(s) read

Strategies insights • October 9, 2025 • English

Evergreen & Secondaries: When flexibility meets liquidity

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

Speakers : Edouard Boscher

2 minute(s) read

Strategies insights • October 8, 2025 • English

4 reasons to invest in Carmignac Patrimoine for the next 3 years

With the end of the 60/40 era, Carmignac Patrimoine offers an agile and diversified solution to navigate the new economic cycle.

2 minute(s) read