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 • November 27, 2023 • English

Investing for future generations with Carmignac Portfolio Grandchildren

When considering long-term investments, the notion of a quality company is frequently mentioned. Nevertheless, defining it accurately can prove challenging.

[Background image] [CI] Blue sky and buildings

Strategies insights • November 21, 2023 • English

A Fund geared for a changing world

Since its creation in 1989 by Edouard Carmignac, Carmignac Investissement seeks to identify long-term trends in a changing world and seize global equity market opportunities.

Strategies insights • November 14, 2023 • English

Carmignac launches its third target maturity Fund

Carmignac expands its range of target maturity funds with the launch of Carmignac Credit 2029.

Strategies insights • November 14, 2023 • English

Target maturity bond funds in the spotlight

Target maturity bond funds combine the characteristics of bonds* with the diversification and selectivity of a traditional fixed income fund.

4 minute(s) read

Strategies insights • November 14, 2023 • English

Carmignac Portfolio Merger Arbitrage: Letter from the Fund Managers

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

Strategies insights • November 9, 2023 • English

A look at the Merger Arbitrage strategy

A more efficient and diversified approach, especially in current Market configuration

2 minute(s) read

Strategies insights • October 24, 2023 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers

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

Strategies insights • October 23, 2023 • English

Carmignac Portfolio Long-Short European Equities: Letter from the Fund Manager

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

Strategies insights • October 23, 2023 • English

Carmignac Portfolio Climate Transition: Letter from the Fund Manager

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

Strategies insights • October 20, 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

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