When traditional diversification fails, what’s next? Explore how active allocation, differentiated drivers, and flexible strategies aim to build more resilient portfolios.
Access private equity with Carmignac ELTIF Evergreen, an open-ended fund focused on secondaries, offering diversified exposure to global opportunities.
When traditional diversification fails, what’s next? Explore how active allocation, differentiated drivers, and flexible strategies aim to build more resilient portfolios.
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
January 2026
The philosopher Karl Popper wrote, “Optimism is a duty.” His thinking encourages opening oneself to the future and reminds us of our shared responsibility to cultivate it through our actions. Rather than prophesying evil, we should strive for a better world.
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