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 • 22 September 2023 • English

Artificial intelligence: not just a tech phenomenon

Artificial intelligence (AI) has been around for many years now. It is already widely adopted in all areas of business and everyday life.

4 minute(s) read

Strategies insights • 23 August 2023 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 28 July 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 26 July 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 26 July 2023 • English

Carmignac European Long Short Equity: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • 19 July 2023 • English

FP Carmignac Global Equity Compounders celebrates its three-year anniversary

This milestone provides a chance to reflect upon the fund's key defining characteristics.

4 minute(s) read

Strategies insights • 18 July 2023 • English

Carmignac P. EM Debt: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • 17 July 2023 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • 13 July 2023 • English

Carmignac Sécurité: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • 13 July 2023 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

5 minute(s) read