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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 • December 1, 2022 • English

Sky-high inflation and volatility spell exciting times for global bond funds

Abdelak Adjriou reveals why fixed income is at a turning point in a behind-the-scenes interview with Frank Talbot, Head of Investment Research at Citywire

Strategies insights • November 2, 2022 • English

Carmignac Portfolio Family Governed: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

Strategies insights • November 1, 2022 • English

Carmignac Emergents: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

7 minute(s) read

Strategies insights • November 1, 2022 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

6 minute(s) read

Strategies insights • November 1, 2022 • English

Carmignac Portfolio Emerging Discovery: Letter from the Fund Managers

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 28, 2022 • English

European Long Short Equity: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 24, 2022 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 17, 2022 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read

Strategies insights • October 17, 2022 • English

Carmignac P. EM Debt: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

4 minute(s) read

[Background image] [CI] Blue sky and buildings

Strategies insights • October 14, 2022 • English

Carmignac Investissement: Letter from the Fund Manager

Find out our views and positioning on the Fund for the third quarter of 2022.

5 minute(s) read