Carmignac Emergents - Quarterly Letter from Fund Managers
Find out our views and positioning on the Fund for the third quarter of 2022.
Carmignac China New Economy : Letter from the Fund Manager
Find out our views and positioning on the Fund for the second quarter of 2022.
Carmignac Emergents: Letter from the Funds Managers – Q1 2022
Find out our views and positioning on the Fund for the first quarter of 2022.
Is China Driving Emerging Markets?
Over the years, China has become a leading emerging market player and, above all, a must for equity investors in search of growth.
Four major trends in China to keep an eye on in the future
Fund Manager Haiyan Li-Labbé presents her analysis and long-term outlook for China’s economy and stock market.
Could the Chinese stock market be a source of opportunity for the next 10 to 15 years?
China is pushing through major reforms and, therefore, offers investment opportunities in healthcare, consumer goods, green energy and technology.
All Stars Aligned for Emerging Markets
In a post-COVID world, emerging markets may benefit from a more favourable economic context and their leading position in the current digital revolution.
Navigating through Emerging Markets with selectivity and cautiousness
Although very early and difficult to assess and quantify the full impact of Covid-19, find out our views and positioning on emerging markets.
Finding distinctive opportunities in niche asset classes
How well do you know small & mid-capitalisations?
The untapped opportunities in frontier markets
Frontier markets harbour such a wide array of economic and financial conditions that require strong analytical capabilities and strict risk-management processes in order to tap into these opportunities.