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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 July 2023 • English

Carmignac Patrimoine: 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 • 13 July 2023 • English

FP Carmignac European Leaders: 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 • 12 July 2023 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • 12 July 2023 • English

Carmignac Investissement: 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 • 11 July 2023 • English

Carmignac P. Credit: 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 • 10 July 2023 • English

How do Chinese companies succeed internationally

New emerging investment opportunities in Chinese equity markets.

Strategies insights • 10 July 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • 11 May 2023 • English

Emerging markets: looking at Eastern Europe

No need to look far to benefit from emerging market potential

5 minute(s) read

Strategies insights • 10 May 2023 • English

Lessons from China: Exploring the great reopening

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!

3 minute(s) read

Strategies insights • 5 May 2023 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

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

6 minute(s) read