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Strategies insights • November 11, 2026 • English

Not all AI exposures are created equal

Explore how Carmignac invests selectively in AI through Private Equity, with exposure to companies such as Mistral AI, AHEAD and Project Soar across its evergreen funds.

3 minute(s) read

Strategies insights • October 29, 2026 • English

Emerging Market Debt: The script has flipped

Emerging Market Debt offers stronger growth, lower debt and attractive yields, making it a compelling structural allocation for investors.

4 minute(s) read

Strategies insights • October 26, 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2026

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

3 minute(s) read

Strategies insights • October 23, 2026 • English

Quarterly Reports: Third Quarter 2026

Find out our views and positioning on our funds for the third quarter of 2026.

Strategies insights • October 21, 2026 • English

A flexible credit fund as a response to a more challenging environment

What’s next for credit markets? Explore our outlook on higher yields, market dispersion and the opportunities emerging for active managers.

4 minute(s) read

Strategies insights • October 16, 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Managers - Q3 2026

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

5 minute(s) read

Strategies insights • October 15, 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2026

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

6 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers - Q3 2026

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

4 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac P. Credit: Letter from the Fund Managers - Q3 2026

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

3 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac Portfolio Patrimoine: The Drivers Behind Its Renewed Momentum

Discover how Carmignac Portfolio Patrimoine’s multi-asset approach draws on four distinct drivers to generate performance across market regimes.

2 minute(s) read

Strategies insights • October 9, 2026 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q3 2026

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

4 minute(s) read