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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 October 2025 • English

Quarterly Reports: Third Quarter 2025

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

Strategies insights • 17 October 2025 • English

EM sovereign credit: Can the juggernaut roll on?

Guillaume Rigeade and Alessandra Alecci, managers of Carmignac Portfolio Global Bond and Carmignac Portfolio EM Debt, explore opportunities in hard-currency emerging market sovereign credit. After strong performance in 2025, spreads are close to multi-years lows. Can the rally continue.

6 minute(s) read

Strategies insights • 16 October 2025 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • 16 October 2025 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q3 2025

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

2 minute(s) read

Strategies insights • 16 October 2025 • English

Carmignac Portfolio Patrimoine: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • 15 October 2025 • English

Carmignac P. Credit: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • 14 October 2025 • English

Rethinking reinvestment: Unlocking the true power of compounding

FP Carmignac Global Equity Compounders is putting quality at the core of its ambitions, and it is thinking long term.

Strategies insights • 14 October 2025 • English

FP Carmignac European Leaders: Letter from the Fund Manager - Q3 2025

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

5 minute(s) read

Strategies insights • 13 October 2025 • English

Carmignac Portfolio Sécurité: Letter from the Fund Managers - Q3 2025

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

3 minute(s) read

Strategies insights • 13 October 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q3 2025

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

4 minute(s) read