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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 • July 30, 2024 • English

Carmignac Portfolio Flexible Bond 5-Year anniversary

Having successfully weathered various market phases, it's time to consider 5 key characteristics and figures of Carmignac Portfolio Flexible Bond and the fixed income markets going forward.

5 minute(s) read

Strategies insights • July 22, 2024 • English

Quarterly Reports: Second Quarter 2024

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

Strategies insights • July 12, 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

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

3 minute(s) read

Strategies insights • July 12, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • July 12, 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • July 11, 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

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

3 minute(s) read

Strategies insights • July 11, 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

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

2 minute(s) read

[Main Media] [Funds Focus] Bridge

Strategies insights • July 10, 2024 • English

Carmignac Absolute Return Europe: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • July 10, 2024 • English

Carmignac’s Article 9 funds: a sustainable investment?

Learn more about our approach to deliver positive financial and non-financial performance in our key article 9 funds.

3 minute(s) read

Strategies insights • July 10, 2024 • English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

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

8 minute(s) read