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Strategies insights • 24 October 2025 • English
Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2025
5 minute(s) read
Strategies insights • 23 October 2025 • English
Carmignac Portfolio Human Xperience: Letter from the Fund Manager - Q3 2025
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Strategies insights • 21 October 2025 • English
Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2025
3 minute(s) read
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Strategies insights
Strategies insights • 24 October 2025 • English
Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2025
5 minute(s) read
![[Management Team] [Author] Carmignac Edouard](https://carmignac.imgix.net/uploads/NextImage/0001/18/c877e5988c310ee82fd1f86dd7952dddd701abd7.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
October 2025
Equity markets seem to be defying gravity. Tariff tensions, conflicts in the Middle East and Ukraine, and uncertainty surrounding the political situation in France have not slowed the steady rise of stock markets as volatility has subsided.
