Strategies insights

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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 • 28 April 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

2 minute(s) read

Strategies insights • 28 April 2025 • English

FP Carmignac Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

Strategies insights • 23 April 2025 • English

Carmignac Private Evergreen: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2025.

4 minute(s) read

Strategies insights • 22 April 2025 • English

Factors fueling the growth of secondary markets

Secondary markets are benefiting from the current macroeconomic context and the structural needs from private equity firms.

1 minute(s) read

Strategies insights • 17 April 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Strategies insights • 17 April 2025 • English

Quarterly Reports: First Quarter 2025

Find out our views and positioning on our funds for the first quarter of 2025.

Strategies insights • 17 April 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Strategies insights • 17 April 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read

Strategies insights • 17 April 2025 • English

FP Carmignac Emerging Markets: Letter from the Fund Manager

Find out our views and positioning on the Fund for the first quarter of 2025.

4 minute(s) read

Strategies insights • 16 April 2025 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers

Find out our views and positioning on the Fund for the first quarter of 2025.

3 minute(s) read