• Carmignac's Note #70

    Read Carmignac's Note of April 2014 "On a clear day, you can see the US locomotive" written by Didier Saint-Georges, Member of the Investment Committee.

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Asset management | Carmignac Gestion

la Lettre d'Edouard Carmignac

la Lettre d'Edouard Carmignac April 2014

"Dear President Draghi,

On two previous occasions, I felt the need to congratulate you for an exemplary first year in office. "


Carmignac's note

Carmignac's Note #69

Things look quite simple at first glance. The developed world is doing better and, in particular, Europe – predictable and close to home – has eliminated its systemic risks and is now emerging from recession


Quarterly report

Quarterly report

Growth seems to be picking up in the United States, Japan and Europe after the Fed decided to start tapering its quantitative easing at the end of the last quarter of 2013.


Carmignac's note

Carmignac's Note 68

Carmignac's Note #68

For the markets, 2013 began with central banks ramping up their support, with the Fed taking the lead and unleashing a third round of quantitative easing. This highly accommodative monetary policy was an attempt to address persistently anaemic economic growth in the developed world... 

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