Our latest publications

[Main Media] [Funds Focus] Bridge
Alternative Strategy14 April 2025English

Carmignac Absolute Return Europe: Letter from the Fund Managers

3 minute(s) read
Find out more
Fixed Income Strategy14 April 2025English

Carmignac Sécurité: Letter from the Fund Managers

Find out more
Alternative Strategy14 April 2025English

Carmignac Merger Arbitrage: Letter from the Portfolio Managers

Find out more

Our views

Private Assets17 March 2025English

A practical guide to navigating secondary markets in private equity

3 minute(s) read
A practical guide to navigating secondary markets in private equity

Carmignac's Note

Carmignac's Note19 March 2025English

Donald Trump Makes the Rest of the World Great Again

4 minute(s) read
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 Education15 June 2023English

Correlation and diversification

2 minute(s) read
Correlation and diversification