An unusual disconnect
How can one reconcile expectations of a sharp rise in corporate profits with sluggish economic growth and a disinflationary environment?
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Carmignac - H2 2024 Outlook
Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.
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Edouard Carmignac's Letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
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Carmignac in brief

We are a family-run company investing our own money and that of our clients to enable them to achieve their future projects.
35years of experience
+90%of our funds invest according to environmental or social criteria*
+32billionof assets under management

Source: Carmignac as of 28/06/2024.
*The Sustainable Finance Disclosure Regulation (SFDR) 2019/2088 is a European regulation that requires asset managers to classify their funds as either 'Article 8' funds, which promote environmental and social characteristics, 'Article 9' funds, which make sustainable investments with measurable objectives, or 'Article 6' funds, which do not necessarily have a sustainability objective.For more information please refer to https://eur-lex.europa.eu/eli/reg/2019/2088/oj.

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Our fund range

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NEWS & ANALYSIS

Market Analysis31 October 2024English

US elections 2024: The real elephant in the room

1 minute(s) read
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[Background image] [CI] Blue sky and buildings
Global equities28 October 2024English

35 years in the global equity arena, many more ahead

1 minute(s) read
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Letter from Edouard Carmignac8 October 2024English

Edouard Carmignac's letter

2 minute(s) read
Find out more

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Awards

For 30 years, the quality of the Carmignac brand and the performance of our Funds has regularly been recognised by both business and retail press across Europe.

Learn about our awards

This document may not be reproduced, in whole or in part, without prior authorisation from the management company. This document does not constitute a subscription offer, nor does it constitute investment advice. The information contained in this document may be partial information, and may be modified without prior notice. Access to the Funds may be subject to restrictions with regard to certain persons or countries. The Funds may not be offered or sold, directly or indirectly, for the benefit or on behalf of a U.S. person, according to the definition of the US Regulation S and/or FATCA. The Funds present a risk of loss of capital. The risk, fees and ongoing charges are described in the KIDs (Key Information Document). The Funds' respective prospectuses, KIDs, NAV and annual reports are available at www.carmignac.fr, or upon request to the Management Company. The KIDs must be made available to the subscriber prior to subscription.
The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager. To learn more about the awards' methodology, please visit the dedicated page.