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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 • October 14, 2025 • English

Carmignac Portfolio Grande Europe: 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 • October 14, 2025 • English

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

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

4 minute(s) read

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Strategies insights • October 13, 2025 • English

Carmignac Investissement: 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 13, 2025 • English

Carmignac 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 • October 13, 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

Strategies insights • October 9, 2025 • English

Evergreen & Secondaries: When flexibility meets liquidity

Evergreen structures and secondaries are reshaping private equity through liquidity, compounding, and diversification.

2 minute(s) read

Strategies insights • October 8, 2025 • English

4 reasons to invest in Carmignac Patrimoine for the next 3 years

With the end of the 60/40 era, Carmignac Patrimoine offers an agile and diversified solution to navigate the new economic cycle.

2 minute(s) read

Strategies insights • October 3, 2025 • English

Carmignac Investissement: Navigating Global equities Through Conviction and Diversity

Three questions to Kristofer Barrett.

Strategies insights • October 3, 2025 • English

Carmignac Portfolio Flexible Bond: Flexibility to ride through cycles

Three questions to Eliezer Ben Zimra.

Strategies insights • August 27, 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read