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Strategies insights21 October 2025English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2025

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Strategies insights20 October 2025English

Quarterly Reports: Third Quarter 2025

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Edouard Carmignac's letter18 October 2025English

Edouard Carmignac's letter

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[Management Team] [Author] Carmignac Edouard

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.

Financial Education

Financial Education16 October 2025English

Understanding CLOs

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Understanding CLOs