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Emerging equities17 April 2025English

Carmignac Portfolio Emergents: Letter from the Fund Manager

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Market Analysis17 April 2025English

Quarterly Reports: First Quarter 2025

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European equities17 April 2025English

Carmignac Portfolio Grande Europe: Letter from the Fund Manager

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Private Assets17 March 2025English

A practical guide to navigating secondary markets in private equity

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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

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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.

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