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Emerging equitiesApril 17, 2025English

Carmignac Portfolio Emergents: Letter from the Fund Manager

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Market AnalysisApril 17, 2025English

Quarterly Reports: First Quarter 2025

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Fixed Income StrategyApril 17, 2025English

Carmignac Portfolio Sécurité: Letter from the Fund Managers

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Our views

Market AnalysisMarch 11, 2025English

COVID-19 – Five years on

COVID-19 – Five years on

Carmignac's Note

Carmignac's NoteMarch 19, 2025English

Donald Trump Makes the Rest of the World Great Again

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Donald Trump Makes the Rest of the World Great Again
[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
April 2025
What an upheaval! Donald Trump, re-elected on promises of stronger growth, lower inflation through investment inducements, reduced regulation and the paring back of public spending, is now declaring an all-out trade war.

Financial Education

Financial EducationJune 15, 2023English

Correlation and diversification

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Correlation and diversification