Strategie-update

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Strategie-update • 4 mei 2026 • Engels

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 minuten leestijd

Strategie-update • 27 april 2026 • Engels

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q1 2026

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

2 minuten leestijd

Strategie-update • 20 april 2026 • Engels

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q1 2026

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

5 minuten leestijd

Strategie-update • 20 april 2026 • Engels

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q1 2026

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

4 minuten leestijd

Strategie-update • 20 april 2026 • Engels

Carmignac Investissement Latitude: Letter from the Fund Manager - Q1 2026

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

2 minuten leestijd

Strategie-update • 20 april 2026 • Engels

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q1 2026

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

5 minuten leestijd

Strategie-update • 20 april 2026 • Engels

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q1 2026

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

3 minuten leestijd

Strategie-update • 16 april 2026 • Nederlands

3 jaar veerkracht: Kansen benutten in een nieuwe fusie- en overnamecyclus

Onze M&A-strategie kan terugkijken op drie jaar van stabiele rendementen met een lage Volatiliteit, tegen de achtergrond van een nieuwe cyclus van toenemende M&A-activiteit, aantrekkelijke spreads en een sterk diversificatiepotentieel.

3 minuten leestijd

Strategie-update • 15 april 2026 • Engels

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q1 2026

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

4 minuten leestijd

Strategie-update • 15 april 2026 • Engels

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q1 2026

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

4 minuten leestijd

Strategie-update • 14 april 2026 • Engels

Why emerging markets call for a more active approach

Emerging markets are defined by high dispersion, structural inefficiency and information asymmetry. For active managers, these are features that can be exploited. For passive investors, they are a problem that an index fund cannot solve.

5 minuten leestijd