Insights
Our latest publications
Strategies insights • December 3, 2025 • English
Carmignac Portfolio Tech Solutions at the time of the AI revolution
2 minute(s) read
Strategies insights • November 24, 2025 • English
Ready for the next emerging markets super cycle
6 minute(s) read
Strategies insights • November 21, 2025 • English
III. Off the beaten path approach of Carmignac Investissement
4 minute(s) read
Our views
Our views • November 5, 2025 • English
A decade since Paris, can COP30 deliver another defining moment?
7 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • December 3, 2025 • English
Carmignac Portfolio Tech Solutions at the time of the AI revolution
2 minute(s) read
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.
