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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 • January 17, 2025 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • January 17, 2025 • English

Quarterly Reports: Fourth Quarter 2024

Find out our views and positioning on our funds for the fourth quarter of 2024.

Strategies insights • January 14, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

Strategies insights • January 14, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

2 minute(s) read

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Strategies insights • January 13, 2025 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2024.

2 minute(s) read

Strategies insights • January 13, 2025 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

3 minute(s) read

Strategies insights • January 13, 2025 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • January 9, 2025 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2024.

4 minute(s) read

Strategies insights • December 18, 2024 • English

Carmignac Portfolio Grandchildren: Reinvesting to reinvent ourselves

Just as investors need to rethink and optimise their long-term investment strategies, companies also need to be able to reinvent themselves in order to cope with changes in the business cycle, so that they can prosper and thrive over time.

3 minute(s) read

Strategies insights • December 3, 2024 • English

Carmignac Patrimoine celebrates 35 years

Find out how our flagship diversified strategy, Carmignac Patrimoine, remains an appealing solution today as it was 35 years ago.

1 minute(s) read