Strategies insights

Strategies insight

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Emerging equities • 25 March 2025 • English

Southeast Asia: A powerhouse in the making

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

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Alternative Strategy • 17 January 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

5 minute(s) read

Fixed Income Strategy • 14 January 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Fixed Income Strategy • 14 January 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

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

2 minute(s) read

Fixed Income Strategy • 13 January 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

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

3 minute(s) read

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Global equities • 13 January 2025 • English

Carmignac Investissement: Letter from the Fund Manager

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

2 minute(s) read

Global equities • 13 January 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

4 minute(s) read

Patrimoine Strategy • 9 January 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

4 minute(s) read

Global equities • 18 December 2024 • English

Carmignac Portfolio Grandchildren: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies in response to societal issues and changing lifestyles, so too do companies need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Alternative Strategy • 14 November 2024 • English

Carmignac Portfolio Long Short European Equities: Letter from the Fund Manager

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

2 minute(s) read

European equities • 13 November 2024 • English

Biotech: Healthcare’s innovative underbelly

6 minute(s) read