Insights

Our latest publications

Strategies insights • December 8, 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Our views • December 5, 2025 • English

Carmignac – 2026 Outlook

8 minute(s) read

Strategies insights • December 3, 2025 • English

Carmignac Portfolio Tech Solutions at the time of the AI revolution

2 minute(s) read

Strategies insights • November 24, 2025 • English

Ready for the next emerging markets super cycle

6 minute(s) read

Strategies insights • November 21, 2025 • English

III. Off the beaten path approach of Carmignac Investissement

4 minute(s) read

Our views

Our views • December 5, 2025 • English

Carmignac – 2026 Outlook

Raphaël Gallardo sets out our economic perspectives for 2026 and Kevin Thozet describes our investment strategy in this environment.

8 minute(s) read

Our views

A decade since Paris, can COP30 deliver another defining moment?

Our views

Quarter 3 2025: Our active stewardship illustrated

Our views

Carmignac's Note

Carmignac's Note • November 19, 2025 • English

AI, bubbles, and creative destruction

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

Are the “Magnificent Seven” trees causing us to miss the forest of global equities?

Carmignac's Note

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

Strategies insights

Strategies insights • December 8, 2025 • English

Europe’s time to shine in Private Equity

European private equity is well-positioned for long-term growth and resilient performance, offering compelling risk-adjusted opportunities for investors.

2 minute(s) read

Strategies insights

Carmignac Portfolio Tech Solutions at the time of the AI revolution

Strategies insights

Ready for the next emerging markets super cycle

Strategies insights

III. Off the beaten path approach of Carmignac Investissement

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.

Last edition: October 2025

Financial Education

Financial Education • October 16, 2025 • English

Understanding CLOs

Resilient across different market cycles, these credit instruments can offer a source of return that complements traditional asset classes.

2 minute(s) read

Financial Education

Insights

Our latest publications

Europe’s time to shine in Private Equity

Carmignac – 2026 Outlook

Carmignac Portfolio Tech Solutions at the time of the AI revolution

Ready for the next emerging markets super cycle

III. Off the beaten path approach of Carmignac Investissement

Our views

Carmignac – 2026 Outlook

A decade since Paris, can COP30 deliver another defining moment?

Quarter 3 2025: Our active stewardship illustrated

Our macroeconomic scenario

Carmignac's Note

AI, bubbles, and creative destruction

The world according to Trump

Are the “Magnificent Seven” trees causing us to miss the forest of global equities?

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

Strategies insights

Europe’s time to shine in Private Equity

Carmignac Portfolio Tech Solutions at the time of the AI revolution

Ready for the next emerging markets super cycle

III. Off the beaten path approach of Carmignac Investissement

Edouard Carmignac's letter

Financial Education

Understanding CLOs

Currency movements: The top and bottom of it

Why and how should you prepare for retirement?

Correlation and diversification