Insights

Our latest publications

Our views • 10 November 2026 • English

The importance of doing your own homework

3 minute(s) read
Find out more
Strategies insights • 26 October 2026 • English

Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2026

3 minute(s) read
Find out more
Strategies insights • 23 October 2026 • English

Quarterly Reports: Third Quarter 2026

1 minute(s) read
Find out more

Sign up to our newsletter

Subscribe and receive a monthly summary of our latest publications and analyses.

Our views

Our views • 10 November 2026 • English

The importance of doing your own homework

3 minute(s) read
The importance of doing your own homework

Carmignac's Note

Carmignac's Note • 23 September 2026 • English

It is time for the ECB to depart from orthodoxy!

3 minute(s) read
It is time for the ECB to depart from orthodoxy!

Edouard Carmignac's letter

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

Edouard Carmignac's Letter
October 2026
There is one drawback to getting something for free: eventually, you get used to it. For nearly 15 years, governments, companies and investors have lived in a world where money seemed almost endlessly available. Governments spent, companies invested, markets assigned value. Why choose when almost everything can be financed?

Financial Education

Financial Education • 16 October 2025 • English

Understanding CLOs

2 minute(s) read
Understanding CLOs