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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 • 20 April 2026 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q1 2026

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

4 minute(s) read

Strategies insights • 16 April 2026 • English

3 years of resilience: Capturing opportunities in a new M&A cycle

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.

2 minute(s) read

Strategies insights • 15 April 2026 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q1 2026

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

4 minute(s) read

Strategies insights • 15 April 2026 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers - Q1 2026

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

4 minute(s) read

Strategies insights • 14 April 2026 • English

Quarterly Reports: First Quarter 2026

Find out our views and positioning on our funds for the first quarter of 2026.

Strategies insights • 14 April 2026 • English

Why emerging markets call for a more active approach

Emerging markets are defined by high dispersion, structural inefficiency and information asymmetry. For active managers, these are features that can be exploited. For passive investors, they are a problem that an index fund cannot solve.

5 minute(s) read