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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

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Strategies insights • October 30, 2020 • English

Carmignac Investissement: the Fund Manager’s thought

Find out our views and positioning on the Fund

4 minute(s) read

Strategies insights • September 23, 2020 • English

Bond Fund of the Month: Carmignac P. Unconstrained Euro Fixed Income

Follow us at the heart of our portfolio construction.

4 minute(s) read

Strategies insights • August 31, 2020 • English

What are the benefits of a long-short approach?

For investors seeking equity exposure but looking for a better downside risk mitigation

3 minute(s) read

Strategies insights • July 30, 2020 • English

Carmignac Patrimoine: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Strategies insights • July 30, 2020 • English

Carmignac Sécurité: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

3 minute(s) read

Strategies insights • July 30, 2020 • English

Carmignac Investissement: Q2 2020 overview

Find out every quarter our views and positioning on the Fund

4 minute(s) read

Strategies insights • July 2, 2020 • English

Carmignac Patrimoine: a vision for the long term

INVESTING FOR TOMORROW | In order to safely navigate turbulent markets, it is crucial to be able to identify and take advantage of major long-term trends.

1 minute(s) read

Strategies insights • June 25, 2020 • English

Carmignac Patrimoine: flexible management is (still) the watchword

INVESTING FOR TOMORROW | The times are changing, and financial markets are no exception to the rule. Investors therefore have a crucial need for responsiveness to be able to adapt to and take full advantage of those changes.

3 minute(s) read

Strategies insights • May 25, 2020 • English

Carmignac Portfolio Patrimoine Europe

Covid-19: Europe struggling to bounce back

1 minute(s) read

Strategies insights • May 11, 2020 • English

Navigating through Emerging Markets with selectivity and cautiousness

Although very early and difficult to assess and quantify the full impact of Covid-19, find out our views and positioning on emerging markets.

1 minute(s) read