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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 • 13 October 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 • 13 October 2026 • English

Carmignac Portfolio Inflation Solution: 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

Strategies insights • 13 October 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 • 9 October 2026 • English

AI hardware: Slowing down? Not so fast.

The next phase of AI hardware: Insights from Carmignac Portfolio Investissement and Carmignac Portfolio Tech Solutions.

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 8 October 2026 • English

Carmignac Portfolio Investissement: 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 September 2026 • English

Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe

Discover a high-conviction European equity strategy that looks beyond traditional investment styles and sectors to capture new opportunities and identify tomorrow’s leaders.