Insights

Our latest publications

European equities • July 8, 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

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

EC Letter • July 1, 2025 • English

Edouard Carmignac's letter

2 minute(s) read

Emerging equities • July 1, 2025 • English

Trump 2.0: Make Emerging Markets great again

5 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

European equities • July 8, 2025 • English

Banking on (non-traditional) financials

Quality growth in financials is often seen as complex, but beyond banks lie opportunities. Mark Denham highlights the role of financial infrastructure.

5 minute(s) read