Strategies insights

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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 16, 2024 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

Strategies insights • January 11, 2024 • English

Carmignac P. Global Bond: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

7 minute(s) read

Strategies insights • January 11, 2024 • English

Carmignac Sécurité: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

7 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

8 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • January 10, 2024 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the fourth quarter of 2023.

7 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

6 minute(s) read

Strategies insights • January 10, 2024 • English

Carmignac P. Credit: Letter from the Fund Managers

Find out our views and positioning on the Fund for the fourth quarter of 2023.

5 minute(s) read

Strategies insights • December 8, 2023 • English

Building the world of tomorrow with Carmignac Portfolio Grandchildren

At Carmignac, we are convinced that by integrating ESG analysis into our investment processes, we are able to achieve better long-term performance.

5 minute(s) read

Strategies insights • December 1, 2023 • English

The active edge: Constructing a diverse bond portfolio

The various episodes of stress on bond markets over the last twenty years have provided an opportunity for active management to shine. The change in the interest rate regime provides a good opportunity to reflect on the consequences and implications for fixed income investors.