Insights
Our latest publications
Thematic equities • July 17, 2025 • English
Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction
3 minute(s) read
Thematic equities • July 17, 2025 • English
Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2025
2 minute(s) read
![[Background image] [CI] Blue sky and buildings](https://carmignac.imgix.net/uploads/NextImage/0001/05/CI_WEB.jpg?auto=format%2Ccompress&fit=fill&w=3840)
Global equities • July 15, 2025 • English
Carmignac Investissement: Letter from the Fund Manager - Q2 2025
3 minute(s) read
Our views
Emerging equities • July 1, 2025 • English
Trump 2.0: Make Emerging Markets great again
5 minute(s) read
Carmignac's Note
Carmignac's Note • April 24, 2025 • English
The German tiger reawakens, ushering in a new financial and economic era
2 minute(s) read
Strategies insights
Thematic equities • July 17, 2025 • English
Carmignac Portfolio Tech Solutions: A Fund that represents a long-term conviction
3 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
July 2025
