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Strategies insights • 3 December 2025 • English
Carmignac Portfolio Tech Solutions at the time of the AI revolution
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Strategies insights • 24 November 2025 • English
Ready for the next emerging markets super cycle
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Carmignac's Note
Strategies insights
Strategies insights • 3 December 2025 • English
Carmignac Portfolio Tech Solutions at the time of the AI revolution
2 minute(s) read
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.
