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Edouard Carmignac's letter • 18 October 2025 • English

Edouard Carmignac's letter

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Strategies insights • 17 October 2025 • English

EM sovereign credit: Can the juggernaut roll on?

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Strategies insights • 16 October 2025 • English

FP Carmignac Global Equity Compounders: Letter from the Fund Managers - Q3 2025

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Our views

Our views • 3 October 2025 • English

Our macroeconomic scenario

Our macroeconomic scenario
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Carmignac's Note

Carmignac's Note • 10 September 2025 • English

The world according to Trump

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The world according to Trump
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Strategies insights

Strategies insights • 17 October 2025 • English

EM sovereign credit: Can the juggernaut roll on?

6 minute(s) read
EM sovereign credit: Can the juggernaut roll on?
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[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
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.
Last edition: October 2025

Financial Education

Financial Education • 8 July 2025 • English

Currency movements: The top and bottom of it

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Currency movements: The top and bottom of it
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