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Sustainable investing • September 12, 2025 • English

The fashion industry's crossroads: Can sustainable apparel deliver scalable returns?

Rita Wyshelesky explores whether sustainable fashion can overcome cost pressures, regulatory hurdles, and scalability challenges to deliver scalable financial returns, as investors weigh its long-term potential against the dominance of fast fashion

6 minute(s) read

Carmignac's Note • September 10, 2025 • English

The world according to Trump

4 minute(s) read

Sustainable investing • September 1, 2025 • English

Quarter 2 2025: Our active stewardship illustrated

1 minute(s) read

Alternative Strategy • August 27, 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

3 minute(s) read

Sustainable investing • August 12, 2025 • English

Takeaways from the 2025 voting season

3 minute(s) read

Our views

Sustainable investing • September 12, 2025 • English

The fashion industry's crossroads: Can sustainable apparel deliver scalable returns?

Rita Wyshelesky explores whether sustainable fashion can overcome cost pressures, regulatory hurdles, and scalability challenges to deliver scalable financial returns, as investors weigh its long-term potential against the dominance of fast fashion

6 minute(s) read

Sustainable investing

Quarter 2 2025: Our active stewardship illustrated

Sustainable investing

Takeaways from the 2025 voting season

Emerging equities

China: In stabilisation mode

Carmignac's Note

Carmignac's Note • September 10, 2025 • English

The world according to Trump

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?

4 minute(s) read

Carmignac's Note

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

Carmignac's Note

The German tiger reawakens, ushering in a new financial and economic era

Carmignac's Note

Donald Trump Makes the Rest of the World Great Again

Strategies insights

Alternative Strategy • August 27, 2025 • English

Bumps are back, terminations low: Stars align for Merger Arbitrage

With key catalysts returning, the conditions are aligning for a materially stronger second half of the year for M&A funds.

3 minute(s) read

Emerging equities

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q2 2025

Patrimoine Strategy

Carmignac Patrimoine: Letter from the Fund Managers - Q2 2025

Thematic equities

Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction

[Management Team] [Author] Carmignac Edouard

Edouard Carmignac's letter

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

Edouard Carmignac's Letter

July 2025

More than often, History’s careful reading can help with foreshadowing. Alarming and painful as it might sound, there is a hopeful silver lining to the conflict escalation in the Middle East.

Last edition: July 2025