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 • October 15, 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

6 minute(s) read

Strategies insights • October 15, 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read

Strategies insights • October 14, 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

2 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac Patrimoine: The Drivers Behind Its Renewed Momentum

Discover how Carmignac Patrimoine’s multi-asset approach draws on four distinct drivers to generate performance across market regimes.

5 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac Patrimoine: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

4 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac P. Credit: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read

Strategies insights • October 13, 2026 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

2 minute(s) read

Strategies insights • October 9, 2026 • English

AI hardware: Slowing down? Not so fast.

The next phase of AI hardware: Insights from Carmignac Investissement and Carmignac Portfolio Tech Solutions.

5 minute(s) read

Strategies insights • October 9, 2026 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • October 8, 2026 • English

Carmignac Investissement: Letter from the Fund Manager - Q3 2026

Find out our views and positioning on the Fund for the third quarter of 2026.

3 minute(s) read