Insights

Our latest publications

Financial Education • 8 July 2025 • English

Currency movements: The top and bottom of it

Given the shifts seen in 2025 to date, what are the effects of currency movements and foreign exchange (FX) hedging on company top and bottom lines?

4 minute(s) read

European equities • 7 July 2025 • English

Banking on (non-traditional) financials

5 minute(s) read

European equities • 4 July 2025 • English

Mark Denham named Best Alpha Manager by Fundinfo

1 minute(s) read

Letter from Edouard Carmignac • 1 July 2025 • English

Edouard Carmignac's letter

2 minute(s) read

Emerging equities • 23 June 2025 • English

Trump 2.0: Make Emerging Markets great again

5 minute(s) read

Our views

Emerging equities • 23 June 2025 • English

Trump 2.0: Make Emerging Markets great again

The re-election of Donald Trump has given investors globally a wake-up call, and it is making EM great again.

5 minute(s) read

Private Assets

Managing the J-Curve of Private Markets – one of the advantages of semi-liquid structures

Private Assets

The secondary market: A fertile hunting ground for the value-focused investor

Market Analysis

Carmignac - Outlook for the second semester of 2025

Carmignac's Note

Carmignac's Note • 24 April 2025 • English

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

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

2 minute(s) read

Carmignac's Note

Donald Trump Makes the Rest of the World Great Again

Carmignac's Note

Artificial Intelligence in transition

Carmignac's Note

2024 Recap: 10 facts that tell a story

Strategies insights

European equities • 7 July 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read

Private Assets

Edouard Carmignac's letter

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

Edouard Carmignac's Letter

July 2025

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

Last edition: July 2025

Financial Education

Financial Education • 8 July 2025 • English

Currency movements: The top and bottom of it

Given the shifts seen in 2025 to date, what are the effects of currency movements and foreign exchange (FX) hedging on company top and bottom lines?

4 minute(s) read

Financial Education

Insights

Our latest publications

Currency movements: The top and bottom of it

Banking on (non-traditional) financials

Mark Denham named Best Alpha Manager by Fundinfo

Edouard Carmignac's letter

Trump 2.0: Make Emerging Markets great again

Our views

Trump 2.0: Make Emerging Markets great again

Managing the J-Curve of Private Markets – one of the advantages of semi-liquid structures

The secondary market: A fertile hunting ground for the value-focused investor

Carmignac - Outlook for the second semester of 2025

Carmignac's Note

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

Donald Trump Makes the Rest of the World Great Again

Artificial Intelligence in transition

2024 Recap: 10 facts that tell a story

Strategies insights

Banking on (non-traditional) financials

A promising start for our private market evergreen strategy

Why you (too) should invest in private equity and add it to your portfolio: Illustrated in 5 charts

Behind the deals: Our private equity experts answer your questions

Edouard Carmignac's letter

Financial Education

Currency movements: The top and bottom of it

Why and how should you prepare for retirement?

Correlation and diversification

Why choose to invest your savings in a diversified fund?