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Carmignac's Note • 21 July 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 • 11 June 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

Carmignac's Note • 9 April 2021 • English

An unstable balance

Rising interest rates could usher in a period of instability in the financial markets despite the economic growth forecasts for 2021

7 minute(s) read

Carmignac's Note • 8 March 2021 • English

How to think about the issue of rising interest rates for investors

The current regime shift in financial markets calls for a cautious approach to both fixed income and equities

6 minute(s) read

Carmignac's Note • 11 January 2021 • English

The Virus and the Rubicon

Though we remain fairly constructive in the short term, we’re uncomfortable with the consensus among investors as the year gets under way.

7 minute(s) read

Carmignac's Note • 2 December 2020 • English

An elusive return to normal

It will take a long time for even a robust upturn to repair the colossal damage done to the economy in 2020.

4 minute(s) read

Carmignac's Note • 7 October 2020 • English

How 2020 is changing the game

Due to its unique severity, the 2020 shock is likely to have momentous long-range consequences.

6 minute(s) read

Carmignac's Note • 3 September 2020 • English

The unrelenting law of evolution

Managing crises is every bit as crucial as making sure you don’t get the long-range implications wrong.

7 minute(s) read

Carmignac's Note • 8 July 2020 • English

A journey into uncharted territory

Whole sectors of the economy will have to adapt to what are bound to become lasting shifts.

7 minute(s) read

Carmignac's Note • 5 June 2020 • English

Investing in the age of coronavirus

The economy is being “re-opened” although the risk of contagion is still there.

10 minute(s) read

Carmignac's Note • 2 April 2020 • English

Holding steady

The shock to confidence affecting all economic agents seems hardly conducive to a V-shaped recovery.

8 minute(s) read