In this insight, we outline what quantum computing is – before examining its most promising applications, expected commercialisation timelines, key technical hurdles, and the competitive landscape of the leading quantum players. Quantum computing has moved from the realm of theoretical physics into mainstream technology discourse. Over the past few years, the sector has been making […]
This commentary covers the key takeaways for the listed commodities. Click the (x) next to the sectors to see the...
Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of FP Carmignac Emerging Markets, highlights...
How to assess our approach to technology sector equities since the launch of Carmignac Portfolio Tech Solutions? 2024 was a...
The world’s need for more power presents significant growth opportunities for utility companies and related sectors. Key Takeaways Global electricity...
As we reach the midpoint of 2025, the change we’ve witnessed since the start of the year is staggering and...
This mini-series of short articles shines a light on often...
Marketing Communication. Capital at Risk. For Professional Investors Only. ...
How will policy uncertainty and macro headwinds shape opportunities in...
We launched Carmignac Private Evergreen one year ago, driven by our strong...
Key Takeaways Oil prices are down so far in 2025, the result of oversupply and forecasts of lower demand from...
Professor Vaclav Smil cautions about the hyperbolic claims being made for new headline-grabbing technologies. The early 21st century is obsessed...
The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by...
What is going on in America currently is clearly the dominant factor for markets. There is a debate about whether...
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