Our latest publications

Emerging equitiesJuly 25, 2025English

Carmignac Portfolio Emergents: Letter from the Fund Managers - Q2 2025

3 minute(s) read
Find out more
Patrimoine StrategyJuly 18, 2025English

Carmignac Patrimoine: Letter from the Fund Managers - Q2 2025

4 minute(s) read
Find out more

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

EducationJuly 8, 2025English

Currency movements: The top and bottom of it

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