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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 January 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

2 minute(s) read

Strategies insights • 20 January 2026 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • 19 January 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • 15 January 2026 • English

FP Carmignac Global Bond: Letter from the Fund Manager - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

5 minute(s) read

Strategies insights • 14 January 2026 • English

Carmignac Portfolio Sécurité: Letter from the Fund Managers - Q4 2025

Find out our views and positioning on the Fund for the fourth quarter of 2025.

4 minute(s) read

Strategies insights • 8 December 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Strategies insights • 3 December 2025 • English

Carmignac Portfolio Tech Solutions at the time of the AI revolution

As concerns about a potential artificial intelligence bubble continue to grow, investors are asking themselves: are AI companies overvalued?

2 minute(s) read

Strategies insights • 11 November 2025 • English

The New Asian Tigers: At the heart of the artificial intelligence revolution

Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of FP Carmignac Emerging Markets, highlights the renewed strength and global relevance of New Asian Tigers.

3 minute(s) read

Strategies insights • 24 October 2025 • English

FP Carmignac Emerging Markets: Letter from the Fund Managers - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

5 minute(s) read

Strategies insights • 21 October 2025 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2025

Find out our views and positioning on the Fund for the third quarter of 2025.

3 minute(s) read