• Management Report – Q1 2016.

    Discover our economic analysis and investment strategy.

  • la Lettre d'Edouard Carmignac April 2016.

    Edouard Carmignac writes on current economic, political and social issues each quarter.

  • Carmignac’s Investment Views

    Watch the replay of our web conference

    with Didier Saint-Georges, Managing Director,

    Member of the Investment Committee.

Flash Note

As expected, a majority of Senators voted in favor of Dilma Rousseff’s impeachment, which means Michel Temer becomes Brazil’s acting president and Dilma temporarily steps down.

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Flash Note

In a context of strong polarization of the IT sector, a rigourous stock picking mainly based on secular growers able to deliver long term performance is key.

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Web conference

Watch the replay of our web conference with Didier Saint-Georges, Managing Director, Member of the Investment Committee.

REGISTER

Carmignac's note

The rebound in oil prices from USD 26 to USD 40 a barrel, along with a renewed accommodative stance from the main central banks, drove an equity market revival since 11 February, on a similar scale to that seen in October 2015.

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