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.

Patrimoine Strategy • 8 October 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

[Background image] [CI] Blue sky and buildings

Global equities • 8 October 2024 • English

Carmignac Investissement: Letter from the Fund Manager

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

5 minute(s) read

Global equities • 8 October 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read

Private Assets • 8 October 2024 • English

How evergreen funds are changing the game for private equity investors

Evergreen funds have revolutionised the private markets landscape finally granting long-overdue access to a wider range of investors.

Global equities • 28 August 2024 • English

Quality and Sustainable Investment: Chicken or Egg

Quality and sustainable investments are deeply connected, even though the exact causal link between them remains unclear. Explore Carmignac’s perspective on this relationship.

3 minute(s) read

Alternative Strategy • 22 August 2024 • English

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

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

Emerging equities • 5 August 2024 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

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

3 minute(s) read

Emerging equities • 31 July 2024 • English

Carmignac P. Emergents: Letter from the Fund Managers

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

4 minute(s) read

Fixed Income Strategy • 30 July 2024 • English

Carmignac Portfolio Flexible Bond 5-Year anniversary

Having successfully weathered various market phases, it's time to consider 5 key characteristics and figures of Carmignac Portfolio Flexible Bond and the fixed income markets going forward.

5 minute(s) read

Market Analysis • 22 July 2024 • English

Quarterly Reports: Second Quarter 2024

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