Strategies insights

Top Story

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 • May 27, 2025 • English

Why you (too) should invest in private equity and add it to your portfolio: Illustrated in 5 charts

Discover the benefits of investing in private equity and how it can offer significant diversification and potential returns to your portfolio.

2 minute(s) read

Strategies insights • May 20, 2025 • English

Behind the deals: Our private equity experts answer your questions

Our private equity experts answer the most frequently asked questions received from investors, who are keen to add this attractive asset class to their portfolios.

4 minute(s) read

Strategies insights • April 28, 2025 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager

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

2 minute(s) read

Strategies insights • April 23, 2025 • English

Carmignac Private Evergreen: Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • April 22, 2025 • English

Factors fueling the growth of secondary markets

Secondary markets are benefiting from the current macroeconomic context and the structural needs from private equity firms.

1 minute(s) read

Strategies insights • April 18, 2025 • English

Seeking diversification in uncertain times

A high conviction long/short approach to European equities could be the answer

3 minute(s) read

Strategies insights • April 17, 2025 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • April 17, 2025 • English

Carmignac Portfolio Emergents: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • April 17, 2025 • English

Quarterly Reports: First Quarter 2025

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

Strategies insights • April 16, 2025 • English

Quality: your compass in an uncertain world

Carmignac Portfolio Grandchildren: A global equity Fund supported by reinvestment