It is time for the ECB to depart from orthodoxy!
Does the ECB’s 2% inflation target still make sense in light of today’s more resilient inflation and the prospect of firmer GDP growth?
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Reasons to invest in Carmignac Portfolio Tech Solutions for the next 5 years
Beyond the AI hype, technology investing requires discipline. Explore how Carmignac Portfolio Tech Solutions balances growth, valuation and diversification.
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Edouard Carmignac's letter
There is one drawback to getting something for free: eventually, you get used to it. For nearly 15 years, governments, companies and investors have lived in a world where money seemed almost endlessly available. Governments spent, companies invested, markets assigned value. Why choose when almost everything can be financed?
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Edouard Carmignac's letter • October 6, 2026 • English

Edouard Carmignac's letter

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Carmignac's Note • September 23, 2026 • English

It is time for the ECB to depart from orthodoxy!

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Our views • October 16, 2026 • English

When biodiversity matters for investors

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