Insights

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Strategies insights • October 23, 2026 • English

Quarterly Reports: Third Quarter 2026

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Strategies insights • October 21, 2026 • English

Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q3 2026

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Strategies insights • October 21, 2026 • English

Carmignac Portfolio Grande Europe: Letter from the Fund Managers - Q3 2026

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Carmignac's Note

Carmignac's Note • September 23, 2026 • English

It is time for the ECB to depart from orthodoxy!

3 minute(s) read
It is time for the ECB to depart from orthodoxy!

Edouard Carmignac's letter

Edouard Carmignac writes on current economic, political and social issues each quarter.

Edouard Carmignac's Letter
October 2026
There is one drawback to getting something for free: eventually, you get used to it. For nearly 15 years, governments, companies and investors have lived in a world where money seemed almost endlessly available. Governments spent, companies invested, markets assigned value. Why choose when almost everything can be financed?

Financial Education

Financial Education • October 16, 2025 • English

Understanding CLOs

2 minute(s) read
Understanding CLOs