Carmignac's Note

Does the ECB’s 2% inflation target still make sense in light of today’s more resilient inflation and the prospect of firmer GDP growth?

10 facts that tend to run counter to an investor’s intuition.

A good hedge does not eliminate risk; it prevents a temporary shock from becoming a permanent loss.

SpaceX’s IPO instantly turned thousands of its employee shareholders into millionaires – but what does that mean for the future of wage income?

Six weeks on, markets stay afloat amid uncertainty largely supported by upbeat earnings expectations.

Like every major technological revolution, AI fascinates and unsettles, challenging the contours of the current economic order.

Ten key financial and economic indicators that shaped global markets in 2025.

For asset managers, questions surrounding AI extend well beyond the market aspects, as its potential social impact could be truly unprecedented.

Trump’s hostile takeover bid for the Fed could reflect his true economic-policy aim: strong nominal GDP growth to absorb the country’s debt?