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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 • 14 April 2023 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

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

5 minute(s) read

Strategies insights • 13 April 2023 • English

Carmignac Global Bond: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • 13 April 2023 • English

Carmignac P. Flexible Bond : Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • 13 April 2023 • English

Carmignac P. Credit: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • 20 March 2023 • English

Emerging markets: a focus on Latin America

Some Latin American countries may merit investors’ attention this year.

5 minute(s) read

Strategies insights • 16 March 2023 • English

Making a difference through emerging markets

Investing in emerging markets reflects an ambition that goes well beyond simple financial performance targets.

6 minute(s) read

Strategies insights • 22 February 2023 • English

Emerging markets: on the road to Asia

New emerging investment opportunities in Asian equity markets

4 minute(s) read

Awards • 20 February 2023 • English

Our Fund Managers awarded for excellence

Xavier Hovasse and Haiyan Li-Labbé awarded for their investment decision-making

2 minute(s) read

Strategies insights • 3 February 2023 • English

Is 2023 the year to add China to your core allocation?

5 minute(s) read

Strategies insights • 1 February 2023 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2022.

5 minute(s) read