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Carmignac's Note • 19 November 2025 • English

For asset managers, questions surrounding AI extend well beyond the market aspects, as its potential social impact could be truly unprecedented.

4 minute(s) read

Carmignac's Note • 12 July 2021 • English

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

7 minute(s) read

Carmignac's Note • 11 June 2021 • English

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

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

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

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

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

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

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Carmignac's Note • 3 September 2020 • English

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

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

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

10 minute(s) read