Insights

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Our latest publications

Fixed Income • July 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Fixed Income • July 10, 2025 • English

Carmignac P. Credit: Letter from the Fund Managers

4 minute(s) read

European equities • July 8, 2025 • English

Banking on (non-traditional) financials

5 minute(s) read

Education • July 8, 2025 • English

Currency movements: The top and bottom of it

4 minute(s) read

European equities • July 4, 2025 • English

Mark Denham named Best Alpha Manager by Fundinfo

1 minute(s) read

Our views

Emerging equities • July 1, 2025 • English

Trump 2.0: Make Emerging Markets great again

The re-election of Donald Trump has given investors globally a wake-up call, and it is making EM great again.

5 minute(s) read

Market Analysis

Carmignac - Outlook for the second semester of 2025

Sustainable investing

Quarter 1 2025: Our active stewardship illustrated

Market Analysis

Building customer loyalty in the digital age

Carmignac's Note

Carmignac's Note • April 24, 2025 • English

The German tiger reawakens, ushering in a new financial and economic era

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

2 minute(s) read

Carmignac's Note

Donald Trump Makes the Rest of the World Great Again

Carmignac's Note

Artificial Intelligence in transition

Carmignac's Note

2024 Recap: 10 facts that tell a story

Strategies insights

Fixed Income • July 10, 2025 • English

Carmignac P. Flexible Bond: Letter from the Fund Managers

Find out our views and positioning on the Fund for the second quarter of 2025.

3 minute(s) read

Fixed Income

Carmignac P. Credit: Letter from the Fund Managers

European equities

Banking on (non-traditional) financials

Patrimoine Strategy

New world, new rules: Agility put to the test by Trump 2.0

[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

Edouard Carmignac writes on current economic, political and social issues each quarter.

Last edition: July 2025

Financial Education

Education • July 8, 2025 • English

Currency movements: The top and bottom of it

Given the shifts seen in 2025 to date, what are the effects of currency movements and foreign exchange (FX) hedging on company top and bottom lines?

4 minute(s) read

Education

Correlation and diversification

Education

Why choose to invest your savings in a diversified fund?

Education

When is the right time to invest?