Financial Education

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Carmignac's Note • July 21, 2025 • English

Are the “Magnificent Seven” trees causing us to miss the forest of global equities?

The main stock-market indices are soaring to record highs despite the uncertain economic climate. Yet beyond the risk of euphoria, the fundamentals remain solid – and some regions could deliver favourable surprises.

2 minute(s) read

Carmignac's Note • May 23, 2022 • English

In response to inflation, we must be bold and optimistic!

Should we expect inflation to swiftly and lastingly return to where it was before the pandemic? Probably not.

5 minute(s) read

Carmignac's Note • May 16, 2022 • English

Our Monthly Investment Review : April 2022

Financial markets are being influenced primarily by macroeconomic factors, and only to a lesser extent by company fundamentals.

3 minute(s) read

Financial Education • May 4, 2022 • English

Demystifying bonds in a matter of minutes

What is a bond? How does this financial asset work? What are the benefits?

Financial Education • May 4, 2022 • English

Can I still invest in a period of inflation and rising interest rates?

Rising interest rates and prices may be bad news for bonds, but there are ways to protect your investments in circumstances such as these.

3 minute(s) read

Carmignac's Note • March 22, 2022 • English

Does Putin’s invasion of Ukraine mark the dawn of a new economic order?

What are the economic and financial consequences of the war in Ukraine for investors?

6 minute(s) read

Carmignac's Note • February 15, 2022 • English

Central banks perform a contagious, belated about-face

Persistent inflation throughout 2022 will increase uncertainty about interest rates and consequently make financial markets volatile.

7 minute(s) read

Carmignac's Note • November 25, 2021 • English

Tapering in November, business as usual in December

Though unlikely to materialise at this point, there is an alternative scenario: stickier inflation accompanied by a broad upward trend in interest rates.

8 minute(s) read

Carmignac's Note • September 13, 2021 • English

Financial markets caught between too much and too little confidence

Gergely Majoros calls investors’ attention to their complacency regarding central-bank policy and their skittish attitude towards China.

6 minute(s) read

Carmignac's Note • July 12, 2021 • English

The iron law of the business cycle

Investors will have to prepare for gradual withdrawal of the emergency crisis-fighting support measures

7 minute(s) read

Carmignac's Note • June 11, 2021 • English

The dollar could lose some of its shine

The dollar itself is highly sensitive to changes in risk appetite and, due to its global role, it is a particularly complex.

8 minute(s) read