AI hardware: Slowing down? Not so fast.
The next phase of AI hardware: Insights from Carmignac Portfolio Investissement and Carmignac Portfolio Tech Solutions.
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Our macroeconomic scenario
3 questions for Raphaël Gallardo.
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Edouard Carmignac's letter
There is one drawback to getting something for free: eventually, you get used to it. For nearly 15 years, governments, companies and investors have lived in a world where money seemed almost endlessly available. Governments spent, companies invested, markets assigned value. Why choose when almost everything can be financed?
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