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Carmignac's Note • July 21, 2025 • English

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

The main stock-market indices are soaring to record highs despite the uncertain economic climate. Yet beyond the risk of euphoria, the fundamentals remain solid – and some regions could deliver favourable surprises.

2 minute(s) read

Carmignac's Note • May 31, 2023 • English

When bond volatility is on the move

Uncertainty is particularly high at turning points and ebbs as a trend emerges.

3 minute(s) read

Carmignac's Note • May 16, 2023 • English

Investment adages to explain equity markets today and not worry (too much) about the future

By Frédéric Leroux

3 minute(s) read

Carmignac's Note • April 11, 2023 • English

Are stocks and bonds once again a winning combo?

Diversification should be among the guiding principles for investors in 2023

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Carmignac's Note • March 16, 2023 • English

Is the shrinking workforce a temporary or structural phenomenon?

Many countries in the developed world are experiencing a shortage of workers even though economic growth is expected to be low or even negative.

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Carmignac's Note • February 27, 2023 • English

When it comes to inflation, investors shouldn't be complacent

A convergence of structural and sociological factors means we’re entering a period of enduring inflation, similar to the 1970s.

4 minute(s) read

Carmignac's Note • February 6, 2023 • English

With a vibrant economy and markets, is Europe now taking revenge?

Europe’s economy has outshone that of the United States in the past few weeks

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Financial Education • January 31, 2023 • English

Why choose to invest your savings in a diversified fund?

Mixed funds offer an opportunity to invest in multiple financial asset classes and so they better diversify the risks borne by the investor

3 minute(s) read

Carmignac's Note • January 10, 2023 • English

Investment Strategy - December 2022

December was emblematic of a trend that occurred throughout the year: namely, a correlated, downwards slide in both stocks and bonds

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Carmignac's Note • December 23, 2022 • English

New investment themes for a new economic landscape

As 2022 draws to a close and 2023 begins, we’d like to share with you our investment outlook for the coming year.

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Carmignac's Note • December 9, 2022 • English

Our monthly investment review: November 2022

Investors were comforted by the fact that inflation appears to have peaked, providing greater clarity on the future trajectory of monetary policy

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