Insights
Our latest publications
Our views • November 11, 2025 • English
The New Asian Tigers: At the heart of the artificial intelligence revolution
3 minute(s) read
Strategies insights • November 7, 2025 • English
The End of the Great Moderation: Redefining Multi-Asset Investing
1 minute(s) read
Strategies insights • November 6, 2025 • English
II. Off the beaten path approach of Carmignac Investissement
4 minute(s) read
Our views
Our views • November 11, 2025 • English
The New Asian Tigers: At the heart of the artificial intelligence revolution
3 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • November 7, 2025 • English
The End of the Great Moderation: Redefining Multi-Asset Investing
1 minute(s) read
![[Management Team] [Author] Carmignac Edouard](https://carmignac.imgix.net/uploads/NextImage/0001/18/c877e5988c310ee82fd1f86dd7952dddd701abd7.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
October 2025
Equity markets seem to be defying gravity. Tariff tensions, conflicts in the Middle East and Ukraine, and uncertainty surrounding the political situation in France have not slowed the steady rise of stock markets as volatility has subsided.
