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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 • 9 October 2024 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 8 October 2024 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 8 October 2024 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • 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.

2 minute(s) read

Strategies insights • 28 August 2024 • English

Exploring the dynamics and impact of currencies

Currency Management is one of the 3 pillars of our active global macro fixed income process: Discover why it is an important tool to add both alpha and downside protection.

4 minute(s) read

Strategies insights • 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.

2 minute(s) read

Strategies insights • 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

Strategies insights • 22 July 2024 • English

Quarterly Reports: Second Quarter 2024

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

Strategies insights • 18 July 2024 • English

How credit can optimise risk & return payoffs in Global Fixed Income Portfolio

Abdelak Adrjiou, manager of Global Bond and Emerging Market Debt portfolios, continues to advocate active credit selection and management to optimise returns and manage risk within his funds.

4 minute(s) read

Strategies insights • 12 July 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

3 minute(s) read