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Strategies insights • 21 July 2026 • English
Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2026
3 minute(s) read
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Strategies insights • 20 July 2026 • English
Carmignac Investissement: Letter from the Fund Manager - Q2 2026
3 minute(s) read
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Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
July 2026
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?
