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 • October 8, 2026 • English

Carmignac Sécurité: 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 • September 15, 2026 • English

Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe

Discover a high-conviction European equity strategy that looks beyond traditional investment styles and sectors to capture new opportunities and identify tomorrow’s leaders.

Strategies insights • August 19, 2026 • English

Inflation: Back to the future

The prospect of a new inflationary wave, following the one experienced in 2022, could create opportunities for bond investors.

9 minute(s) read

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Strategies insights • July 24, 2026 • English

Carmignac Investissement Latitude: Letter from the Fund Manager - Q2 2026

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

3 minute(s) read

Strategies insights • July 23, 2026 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026

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

5 minute(s) read

Strategies insights • July 21, 2026 • English

Quarterly Reports: Second Quarter 2026

Find out our views and positioning on our funds for the second quarter of 2026.

1 minute(s) read

Strategies insights • July 21, 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2026

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

3 minute(s) read

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Strategies insights • July 20, 2026 • English

Carmignac Investissement: Letter from the Fund Manager - Q2 2026

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

3 minute(s) read

Strategies insights • July 20, 2026 • English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q2 2026

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

4 minute(s) read

Strategies insights • July 17, 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2026

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

3 minute(s) read