Strategies insights

Top Story

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 • July 11, 2022 • English

Carmignac Sécurité: Letter from the Fund Manager

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

6 minute(s) read

Strategies insights • July 11, 2022 • English

Carmignac Patrimoine: Letter from the Fund Manager

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

7 minute(s) read

Strategies insights • July 8, 2022 • English

Carmignac P. Credit : Letter from the Fund Manager

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

4 minute(s) read

Strategies insights • July 8, 2022 • English

Carmignac's fixed income fund range

Surfing the economic cycle: discover the power of a flexible long-term approach

Strategies insights • June 16, 2022 • English

The main convictions of Carmignac Portfolio Global Bond

7 minute(s) read

Strategies insights • May 30, 2022 • English

Investing today is all about flexibility and risk management

The three managers of our Carmignac Patrimoine explain how they cope with the current challenging environment

4 minute(s) read

Strategies insights • May 9, 2022 • English

Carmignac P. Grande Europe: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • May 3, 2022 • English

Carmignac Portfolio Patrimoine Europe: Letter from the Fund Manager

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

5 minute(s) read

Strategies insights • May 2, 2022 • English

Carmignac Emergents: Letter from the Fund Managers

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

6 minute(s) read

Strategies insights • April 28, 2022 • English

Breaking down European stereotypes: Carmignac Portfolio Patrimoine Europe

Keith Ney and Mark Denham talk about their successful European multi-asset Fund

4 minute(s) read