Strategies insights

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Strategies insights • November 11, 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 • November 6, 2025 • English

II. Off the beaten path approach of Carmignac Investissement

Unlocking the full potential of value chains.

4 minute(s) read

Strategies insights • October 30, 2025 • English

Making flexibility the cornerstone of your bond portfolio

From theory to practice: discover how Carmignac Portfolio Flexible Bond leverages its agile approach.

Strategies insights • October 24, 2025 • English

Carmignac Portfolio Emergents: 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 • October 23, 2025 • English

I. Off the beaten path approach of Carmignac Investissement

Seeking the unseen in small and mid caps.

3 minute(s) read

Strategies insights • October 21, 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

Strategies insights • October 20, 2025 • English

Quarterly Reports: Third Quarter 2025

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

Strategies insights • October 16, 2025 • English

Carmignac Portfolio Grandchildren: 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 • October 16, 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 • October 16, 2025 • English

Carmignac 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 • October 15, 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