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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 • 17 July 2026 • English

Reasons to invest in Carmignac Portfolio Tech Solutions for the next 5 years

Beyond the AI hype, technology investing requires discipline. Explore how Carmignac Portfolio Tech Solutions balances growth, valuation and diversification.

4 minute(s) read

Strategies insights • 16 July 2026 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

4 minute(s) read

Strategies insights • 16 July 2026 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • 16 July 2026 • English

Carmignac Portfolio Sécurité: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • 15 July 2026 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

4 minute(s) read

Strategies insights • 14 July 2026 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

3 minute(s) read

Strategies insights • 14 July 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q2 2026

Find out our views and positioning on the Fund for the second quarter of 2026.

2 minute(s) read

Strategies insights • 2 July 2026 • English

Why the emerging markets trade is nowhere near its end

Naomi Waistell explains how shifting AI bottlenecks are creating new investment opportunities across the value chain.

4 minute(s) read

Strategies insights • 26 June 2026 • English

How to manage semi-illiquidity in evergreen funds?

Private equity is inherently illiquid. Learn how evergreen funds organise liquidity through portfolio construction, diversification and disciplined management.

3 minute(s) read

Strategies insights • 18 June 2026 • English

Carmignac Portfolio Tech Solutions: Winning beyond the obvious

From semiconductors to software, Carmignac Portfolio Tech Solutions has delivered strong returns since launch by investing across the full technology value chain.

5 minute(s) read