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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 • May 11, 2023 • English

Emerging markets: looking at Eastern Europe

No need to look far to benefit from emerging market potential

6 minute(s) read

Strategies insights • May 10, 2023 • English

Lessons from China: Exploring the great reopening

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!

3 minute(s) read

Strategies insights • May 5, 2023 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

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

6 minute(s) read

[Article image] [Flash Note] Blue bridge

Strategies insights • May 3, 2023 • English

Is tech back on top?

3 minute(s) read

Strategies insights • May 3, 2023 • English

Carmignac Portfolio Emergents : Letter from the Fund Managers

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

4 minute(s) read

Strategies insights • April 25, 2023 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • April 24, 2023 • English

Carmignac Portfolio Emerging Discovery : Letter from the Fund Managers

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

5 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • April 24, 2023 • English

Carmignac Investissement: Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • April 24, 2023 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • April 24, 2023 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers

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

5 minute(s) read