Insights

Our latest publications

Fixed Income Strategy • May 28, 2025 • English

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

Towards a paradigm shift for the eurozone, preventing a return to the zero interest rates of the last decade.

3 minute(s) read

Sustainable investing • May 27, 2025 • English

Quarter 1 2025: Our active stewardship illustrated

1 minute(s) read

Private Assets • May 27, 2025 • English

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

2 minute(s) read

Private Assets • May 20, 2025 • English

Behind the deals: Our private equity experts answer your questions

4 minute(s) read

Market Analysis • May 9, 2025 • English

Building customer loyalty in the digital age

Our views

Sustainable investing • May 27, 2025 • English

Quarter 1 2025: Our active stewardship illustrated

1 minute(s) read

Market Analysis

Building customer loyalty in the digital age

Market Analysis

US-China trade war: the art of failure

Sustainable investing

Underprepared companies in the crosshairs of physical climate risks

Carmignac's Note

Carmignac's Note • April 24, 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

Fixed Income Strategy • May 28, 2025 • English

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

Towards a paradigm shift for the eurozone, preventing a return to the zero interest rates of the last decade.

3 minute(s) read

Private Assets

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

Private Assets

Behind the deals: Our private equity experts answer your questions

Fixed Income Strategy

Carmignac Portfolio Global Bond: Letter from the Fund Manager

[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

April 2025

What an upheaval! Donald Trump, re-elected on promises of stronger growth, lower inflation through investment inducements, reduced regulation and the paring back of public spending, is now declaring an all-out trade war.

Last edition: April 2025

Financial Education

Financial Education • October 5, 2023 • English

Why and how should you prepare for retirement?

Where should you start when it comes to planning for retirement? How should you go about it? What are the best strategies for your circumstances?

3 minute(s) read

Financial Education

Insights

Our latest publications

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

Quarter 1 2025: Our active stewardship illustrated

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

Building customer loyalty in the digital age

Our views

Quarter 1 2025: Our active stewardship illustrated

Building customer loyalty in the digital age

US-China trade war: the art of failure

Underprepared companies in the crosshairs of physical climate risks

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

Carmignac Sécurité: A positive outlook in a “higher for longer” rate environment

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

Carmignac Portfolio Global Bond: Letter from the Fund Manager

Edouard Carmignac's letter

Financial Education

Why and how should you prepare for retirement?

Correlation and diversification

Why choose to invest your savings in a diversified fund?

Make your savings count by investing in sustainable funds