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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.

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Carmignac's Note • April 29, 2024 • English

All deficits aren’t equal

If we compare three distinct countries, we can observe that the deficits of India, the United States and France, while close in magnitude, are very different.

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Carmignac's Note • March 20, 2024 • English

The two facets of the demographic transition

The disparate demographics in countries at different stages of economic development are opening up opportunities for investment.

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Carmignac's Note • February 23, 2024 • English

Is the honeymoon already over for money markets?

Interest rates are at the heart of any financial transaction or calculation.

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Carmignac's Note • November 28, 2023 • English

Declining bond yields call for greater diversification

Our own analyses point to a very soft landing of the economy and a very gradual easing of inflation.

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Carmignac's Note • October 26, 2023 • English

Why cash isn’t king

While temporarily worthwhile, holding cash tends to be less rewarding than a diversified portfolio.

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Carmignac's Note • September 28, 2023 • English

The “income” is back in “fixed income”, but what about the “fixed”?

We favour fixed income segments that offer asymmetry

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Carmignac's Note • September 8, 2023 • English

Long live August!

The biggest surprise in recent quarters has certainly been the resilience of the US economy.

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Carmignac's Note • July 27, 2023 • English

Can one be right too soon?

A quality bias in equity selection appears to be the best approach to achieve asymmetry.

2 minute(s) read

Education • June 15, 2023 • English

Correlation and diversification

Combining uncorrelated assets to diversify portfolios allows investors to reduce their exposure to the risks inherent in certain assets and smooth out fluctuations in their portfolio.

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Carmignac's Note • May 31, 2023 • English

When bond volatility is on the move

Uncertainty is particularly high at turning points and ebbs as a trend emerges.

3 minute(s) read