Insights
Our latest publications
Strategies insights • October 29, 2026 • English
Emerging Market Debt: The script has flipped
4 minute(s) read
![[Background image] [CIL] World globe](https://carmignac.imgix.net/uploads/NextImage/0001/05/%5BMain-Media%5D-CIL.jpg?auto=format%2Ccompress&fit=fill&w=3840)
Strategies insights • October 27, 2026 • English
Carmignac Investissement Latitude: Letter from the Fund Manager - Q3 2026
2 minute(s) read
Strategies insights • October 26, 2026 • English
Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q3 2026
3 minute(s) read
![[Main Media] [Funds Focus] Bridge](https://carmignac.imgix.net/uploads/NextImage/0001/02/26ad7f7eb70cc9f1137127c5b230d8042189f9e1.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
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Carmignac's Note
Carmignac's Note • September 23, 2026 • English
It is time for the ECB to depart from orthodoxy!
3 minute(s) read
Strategies insights
Strategies insights • October 29, 2026 • English
Emerging Market Debt: The script has flipped
4 minute(s) read
Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
October 2026
There is one drawback to getting something for free: eventually, you get used to it. For nearly 15 years, governments, companies and investors have lived in a world where money seemed almost endlessly available. Governments spent, companies invested, markets assigned value. Why choose when almost everything can be financed?
