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 • July 17, 2026 • English

Reasons to invest in Carmignac Portfolio Tech Solutions for the next 5 years

Beyond the AI hype, technology investing requires discipline. Explore how Carmignac Portfolio Tech Solutions balances growth, valuation and diversification.

4 minute(s) read

Strategies insights • July 17, 2026 • English

Carmignac Portfolio EM Debt: 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 16, 2026 • English

Carmignac Patrimoine: 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 16, 2026 • English

Carmignac P. Flexible Bond: 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 16, 2026 • English

Carmignac Sécurité: Letter from the Fund Managers - Q2 2026

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

3 minute(s) read

Strategies insights • July 15, 2026 • English

Carmignac P. Credit: Letter from the Fund Managers - Q2 2026

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

3 minute(s) read

Strategies insights • July 15, 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q2 2026

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

4 minute(s) read

Strategies insights • July 14, 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - 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 14, 2026 • English

Carmignac Absolute Return Europe: Letter from the Fund Manager - Q2 2026

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

2 minute(s) read

Strategies insights • July 14, 2026 • English

Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q2 2026

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

2 minute(s) read