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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 • April 16, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 16, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

Strategies insights • April 14, 2025 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

3 minute(s) read

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Strategies insights • April 14, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

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

3 minute(s) read

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Strategies insights • April 14, 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 14, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

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

Strategies insights • April 11, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • April 8, 2025 • English

Inflationary resurgence: Bad news or an investment opportunity?

While excess inflation is generally considered harmful for financial assets, we advocate that a flexible bond strategy can take advantage of this type of adverse scenario.

4 minute(s) read

Awards • March 27, 2025 • English

Carmignac Portfolio Credit is awarded best Fund in Europe by Lipper for the fourth year in a row

Our flagship credit strategy continues to provide superior risk-adjusted returns.

2 minute(s) read