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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 13, 2026 • English

Emerging Market Debt: Resilience in a more volatile world

Why EM debt may remain one of the most compelling opportunities in fixed income despite oil shocks and geopolitical volatility.

7 minute(s) read

Sun piercing through the clouds

Strategies insights • May 8, 2026 • English

Quality in Europe: Are we at a turning point?

Mark Denham, fund manager of the Carmignac Portfolio Grande Europe Fund, explains why he thinks now is the right time to invest in quality stocks in Europe.

9 minute(s) read

Strategies insights • May 4, 2026 • English

Revival after 15 years of underperformance: Why emerging markets now matter more than ever

Emerging markets are no longer synonymous with disappointment: their current structural reality reflects a profound transformation of this asset class.

4 minute(s) read

Strategies insights • April 27, 2026 • English

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q1 2026

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

2 minute(s) read

Strategies insights • April 20, 2026 • English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q1 2026

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

5 minute(s) read

Strategies insights • April 20, 2026 • English

Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q1 2026

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

4 minute(s) read

[Background image] [CIL] World globe

Strategies insights • April 20, 2026 • English

Carmignac Investissement Latitude: Letter from the Fund Manager - Q1 2026

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

2 minute(s) read

Strategies insights • April 20, 2026 • English

Carmignac Portfolio EM Debt: Letter from the Fund Manager - Q1 2026

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

5 minute(s) read

Strategies insights • April 20, 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q1 2026

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

3 minute(s) read

Strategies insights • April 16, 2026 • English

3 years of resilience: Capturing opportunities in a new M&A cycle

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.

2 minute(s) read