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Strategies insights • January 20, 2026 • English
Carmignac Absolute Return Europe: Letter from the Fund Managers - Q4 2025
3 minute(s) read
Strategies insights • January 20, 2026 • English
Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q4 2025
3 minute(s) read
Strategies insights • January 20, 2026 • English
Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q4 2025
2 minute(s) read
Our views
Our views • January 13, 2026 • English
Our 2025 Sustainable Investment Retrospective: Putting head in sand on ESG - a costly mistake
4 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • January 20, 2026 • English
Carmignac Absolute Return Europe: Letter from the Fund Managers - Q4 2025
3 minute(s) read
Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
January 2026
The philosopher Karl Popper wrote, “Optimism is a duty.” His thinking encourages opening oneself to the future and reminds us of our shared responsibility to cultivate it through our actions. Rather than prophesying evil, we should strive for a better world.
