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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 October 2021 • English

3 questions to Joseph Mouawad on Emerging Market Debt

Emerging market debt can play a key role in investors’ fixed income allocation. Discover Joseph Mouawad’s views and approach.

5 minute(s) read

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Strategies insights • 27 July 2021 • English

Carmignac Investissement : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

Strategies insights • 27 July 2021 • English

Carmignac Sécurité : Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

Strategies insights • 27 July 2021 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

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Strategies insights • 27 July 2021 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2021.

4 minute(s) read

Strategies insights • 27 July 2021 • English

Carmignac Emergents : Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2021.

6 minute(s) read

Strategies insights • 16 July 2021 • English

Global Equities: Quality is the name of the game

The FP Carmignac Global Equity Compounders fund looks for quality companies across the globe – companies that today show the characteristics we believe are needed to successfully grow overtime.

3 minute(s) read

Strategies insights • 9 July 2021 • English

Flexibility and conviction at the heart of your fixed income portfolio

Build a solid foundation with our active bond asset allocation strategy.

4 minute(s) read

Strategies insights • 5 July 2021 • English

Is China Driving Emerging Markets?

Over the years, China has become a leading emerging market player and, above all, a must for equity investors in search of growth.

4 minute(s) read

Strategies insights • 1 July 2021 • English

Our global equity OEIC strategy celebrates its 1-year anniversary

FP Carmignac Global Equity Compounders is a global equity fund managed by Mark Denham and Obe Ejikeme, which aims to deliver long-term returns.

1 minute(s) read