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Our latest publications
Carmignac's Note • November 19, 2025 • English
AI, bubbles, and creative destruction
Speakers : Frédéric Leroux
Our views • November 11, 2025 • English
The New Asian Tigers: At the heart of the artificial intelligence revolution
Speakers : Naomi Waistell3 minute(s) read
Strategies insights • November 7, 2025 • English
The End of the Great Moderation: Redefining Multi-Asset Investing
1 minute(s) read
Our views
Our views • November 11, 2025 • English
The New Asian Tigers: At the heart of the artificial intelligence revolution
Speakers : Naomi Waistell3 minute(s) read
Our views
A decade since Paris, can COP30 deliver another defining moment?
Speakers : William Benoit, Imane Kabbaj, Lloyd McAllister
Carmignac's Note
Carmignac's Note • November 19, 2025 • English
AI, bubbles, and creative destruction
Speakers : Frédéric Leroux
Carmignac's Note
The German tiger reawakens, ushering in a new financial and economic era
Speakers : Kevin ThozetStrategies insights
Strategies insights • November 7, 2025 • English
The End of the Great Moderation: Redefining Multi-Asset Investing
1 minute(s) read
Strategies insights
Carmignac Portfolio Emergents: Letter from the Fund Managers - Q3 2025
Speakers : Xavier Hovasse, Naomi Waistell
Strategies insights
Carmignac Portfolio Human Xperience: Letter from the Fund Manager - Q3 2025
Speakers : Obe Ejikeme
![[Management Team] [Author] Carmignac Edouard](https://carmignac.imgix.net/uploads/NextImage/0001/18/c877e5988c310ee82fd1f86dd7952dddd701abd7.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
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.
