Insights
Our latest publications
Nos vues • December 15, 2025 • English
Valuation dispersion in 2025: Why quality growth is poised for a European comeback
6 minute(s) de lecture
Récompenses • December 11, 2025 • English
Carmignac named Fixed Income Fund Manager of the Year at the Funds Europe Awards 2025
L'actualité de nos stratégies • December 8, 2025 • English
Europe’s time to shine in Private Equity
2 minute(s) de lecture
Our views
Nos vues • December 15, 2025 • English
Valuation dispersion in 2025: Why quality growth is poised for a European comeback
6 minute(s) de lecture
Carmignac's Note
Carmignac's Note • November 19, 2025 • English
AI, bubbles, and creative destruction
4 minute(s) de lecture
Strategies insights
L'actualité de nos stratégies • December 8, 2025 • English
Europe’s time to shine in Private Equity
2 minute(s) de lecture
L'actualité de nos stratégies
Ready for the next emerging markets super cycle
Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
La lettre d'Edouard Carmignac
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.
