Insights
Our latest publications
Fixed Income Strategy • July 11, 2025 • English
Carmignac Portfolio Global Bond: Letter from the Fund Manager
3 minute(s) read
Fixed Income Strategy • July 11, 2025 • English
Carmignac Sécurité: Letter from the Fund Managers
2 minute(s) read
![[Background image] [CIL] World globe](https://carmignac.imgix.net/uploads/NextImage/0001/05/%5BMain-Media%5D-CIL.jpg?auto=format%2Ccompress&fit=fill&w=3840)
Alternative Strategy • July 10, 2025 • English
Trump 2.0, conflicts in the Middle East, debt, the return of the economic cycle... flexibility is key when investing in Equities!
3 minute(s) read
Our views
Emerging equities • July 1, 2025 • English
Trump 2.0: Make Emerging Markets great again
5 minute(s) read
Carmignac's Note
Carmignac's Note • April 24, 2025 • English
The German tiger reawakens, ushering in a new financial and economic era
2 minute(s) read
Strategies insights
Fixed Income Strategy • July 11, 2025 • English
Carmignac Portfolio Global Bond: Letter from the Fund Manager
3 minute(s) read
![[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
July 2025
Financial Education
Financial Education • July 8, 2025 • English
Currency movements: The top and bottom of it
4 minute(s) read
