Strategies insights

Top Story

Strategies insights • 11 November 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 • 2 November 2026 • English

Owning technology's winners, not its momentum: Our technology strategy comes to the UK

We are launching FP Carmignac Tech Solutions, a UK-domiciled OEIC providing UK investors access to our global technology equity strategy.

3 minute(s) read

Strategies insights • 29 October 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 • 23 October 2026 • English

Quarterly Reports: Third Quarter 2026

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

1 minute(s) read

Strategies insights • 21 October 2026 • English

FP Carmignac Global Equity Compounders: 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 • 21 October 2026 • English

FP Carmignac European Leaders: 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 • 19 October 2026 • English

Carmignac Portfolio Emerging Patrimoine: 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 • 15 October 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 • 15 October 2026 • English

FP Carmignac Global Bond: 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 • 15 October 2026 • English

FP Carmignac Emerging Markets: 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 • 14 October 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q3 2026

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

2 minute(s) read