Financial Education

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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 • September 26, 2022 • English

We have to get used to inflation

Because an extended period of high inflation is a very real prospect, we have structured our diversified investment portfolios so as to be in phase with the business cycle.

4 minute(s) read

Financial Education • September 21, 2022 • English

How do sustainable finance regulations protect savers?

Since the 2008 crisis, the European Union has sought to ensure that savers receive clearer and more transparent information

3 minute(s) read

Financial Education • August 23, 2022 • English

How does inflation affect savings?

Together with the interest rate hikes designed to curb it, inflation affects financial returns and the stock and property markets.

3 minute(s) read

Carmignac's Note • August 10, 2022 • English

Our monthly investment review: July 2022

How we’ve adapted our investment strategy following an eventful month for markets.

3 minute(s) read

Financial Education • July 29, 2022 • English

Why should we be interested in family firms?

Family businesses have long demonstrated their capacity to generate growth and profits. Their financial health and economic models enable them to be resilient over the long term, even during periods of crisis.

2 minute(s) read

Carmignac's Note • July 7, 2022 • English

Our Monthly Investment Review : June 2022

Financial markets are being influenced primarily by macroeconomic factors, and only to a lesser extent by company fundamentals.

2 minute(s) read

Carmignac's Note • June 30, 2022 • English

China bucks the trend

Beijing now seems determined to ease policies on several fronts in a effort to reboot China’s economy

1 minute(s) read

Carmignac's Note • June 16, 2022 • English

Our Monthly Investment Review : May 2022

Financial markets are being influenced primarily by macroeconomic factors, and only to a lesser extent by company fundamentals.

2 minute(s) read

Carmignac's Note • May 31, 2022 • English

The burden of inflation isn’t the same in the US and Europe

The strong inflationary pressure impacting the global economy is manifesting itself differently in the US and Europe.

1 minute(s) read

Carmignac's Note • May 23, 2022 • English

In response to inflation, we must be bold and optimistic!

Should we expect inflation to swiftly and lastingly return to where it was before the pandemic? Probably not.

5 minute(s) read