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 • 23 January 2024 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Strategies insights • 16 January 2024 • English

Carmignac P. EM Debt: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Strategies insights • 10 January 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

Strategies insights • 12 December 2023 • English

Seeking for hidden opportunities in Europe

Europe offers fertile ground for investors in search of attractive opportunities

1 minute(s) read

Strategies insights • 27 November 2023 • English

Investing for tomorrow with FP Carmignac Global Equity Compounders

When considering long-term investments, the notion of a quality company is frequently mentioned. Nevertheless, defining it accurately can prove challenging.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 21 November 2023 • English

A Fund geared for a changing world

Since its creation in 1989 by Edouard Carmignac, Carmignac Investissement seeks to identify long-term trends in a changing world and seize global equity market opportunities.