Carmignac awarded Best Bond Large Company Group in Europe at the Lipper Fund Awards 2026
This award reflects our hallmark in fixed income, making our funds a compelling solution through an active, flexible and unconstrained approach.
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Stock markets and AI: from unbridled enthusiasm to existential questions
Like every major technological revolution, AI fascinates and unsettles, challenging the contours of the current economic order.
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Edouard Carmignac's letter
For the last several months, the same question has kept resurfacing. Are markets overestimating AI? Have valuations become excessive? Is the comparison with the dot-com bubble justified?
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NEWS & ANALYSIS

Carmignac's NoteJuly 21, 2026English

How can portfolios enjoy the summer without getting caught in the heat?

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