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Carmignac's NoteJuly 21, 2025English

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

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Patrimoine StrategyJuly 18, 2025English

Carmignac Patrimoine: Letter from the Fund Managers - Q2 2025

4 minute(s) read
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Thematic equitiesJuly 17, 2025English

Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction

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Carmignac's Note

[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
July 2025
More than often, History’s careful reading can help with foreshadowing. Alarming and painful as it might sound, there is a hopeful silver lining to the conflict escalation in the Middle East.

Financial Education

Financial EducationJuly 8, 2025English

Currency movements: The top and bottom of it

4 minute(s) read
Currency movements: The top and bottom of it