Insights
Our latest publications
Strategies insights • November 6, 2025 • English
II. Off the beaten path approach of Carmignac Investissement
4 minute(s) read
Our views • November 5, 2025 • English
A decade since Paris, can COP30 deliver another defining moment?
7 minute(s) read
Strategies insights • October 30, 2025 • English
Making flexibility the cornerstone of your bond portfolio
Our views
Our views • November 5, 2025 • English
A decade since Paris, can COP30 deliver another defining moment?
7 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • November 6, 2025 • English
II. Off the beaten path approach of Carmignac Investissement
4 minute(s) read
![[Management Team] [Author] Carmignac Edouard](https://carmignac.imgix.net/uploads/NextImage/0001/18/c877e5988c310ee82fd1f86dd7952dddd701abd7.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
October 2025
Equity markets seem to be defying gravity. Tariff tensions, conflicts in the Middle East and Ukraine, and uncertainty surrounding the political situation in France have not slowed the steady rise of stock markets as volatility has subsided.
