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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 2, 2022 • English

As your habits change, so does the Carmignac's note

Carmignac's Note • March 22, 2022 • English

Does Putin’s invasion of Ukraine mark the dawn of a new economic order?

What are the economic and financial consequences of the war in Ukraine for investors?

6 minute(s) read

Carmignac's Note • February 15, 2022 • English

Central banks perform a contagious, belated about-face

Persistent inflation throughout 2022 will increase uncertainty about interest rates and consequently make financial markets volatile.

7 minute(s) read

Carmignac's Note • November 25, 2021 • English

Tapering in November, business as usual in December

Though unlikely to materialise at this point, there is an alternative scenario: stickier inflation accompanied by a broad upward trend in interest rates.

8 minute(s) read

Carmignac's Note • September 13, 2021 • English

Financial markets caught between too much and too little confidence

Gergely Majoros calls investors’ attention to their complacency regarding central-bank policy and their skittish attitude towards China.

6 minute(s) read

Carmignac's Note • July 12, 2021 • English

The iron law of the business cycle

Investors will have to prepare for gradual withdrawal of the emergency crisis-fighting support measures

7 minute(s) read

Carmignac's Note • June 11, 2021 • English

The dollar could lose some of its shine

The dollar itself is highly sensitive to changes in risk appetite and, due to its global role, it is a particularly complex.

8 minute(s) read

Carmignac's Note • April 9, 2021 • English

An unstable balance

Rising interest rates could usher in a period of instability in the financial markets despite the economic growth forecasts for 2021

7 minute(s) read

Carmignac's Note • March 8, 2021 • English

How to think about the issue of rising interest rates for investors

The current regime shift in financial markets calls for a cautious approach to both fixed income and equities

6 minute(s) read

Carmignac's Note • January 11, 2021 • English

The Virus and the Rubicon

Though we remain fairly constructive in the short term, we’re uncomfortable with the consensus among investors as the year gets under way.

7 minute(s) read