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

[Background image] [CI] Blue sky and buildings

Strategies insights • July 10, 2024 • English

Carmignac Investissement: 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 10, 2024 • English

Carmignac P. EM Debt: 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 9, 2024 • English

Carmignac P. Flexible Bond: 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 4, 2024 • English

Carmignac Portfolio Grande Europe: 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 3, 2024 • English

Navigating a new monetary cycle with Carmignac Sécurité

Marie-Anne Allier and Aymeric Guedy explain the impact that current market conditions are having on Carmignac Sécurité, and describe their positioning.

1 minute(s) read

Strategies insights • July 2, 2024 • English