Insights
Our latest publications
Strategies insights • 7 November 2025 • English
The End of the Great Moderation: Redefining Multi-Asset Investing
1 minute(s) read
Strategies insights • 6 November 2025 • English
II. Off the beaten path approach of Carmignac Investissement
4 minute(s) read
Our views • 5 November 2025 • English
A decade since Paris, can COP30 deliver another defining moment?
7 minute(s) read
Our views
Our views • 5 November 2025 • English
A decade since Paris, can COP30 deliver another defining moment?
7 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • 7 November 2025 • English
The End of the Great Moderation: Redefining Multi-Asset Investing
1 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.
