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Strategies insights • 15 April 2026 • English
Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q1 2026
4 minute(s) read
Strategies insights • 15 April 2026 • English
Carmignac Portfolio Grandchildren: Letter from the Fund Managers - Q1 2026
4 minute(s) read
Strategies insights • 14 April 2026 • English
Why passive funds miss the point in emerging markets
5 minute(s) read
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Carmignac's Note
Carmignac's Note • 27 March 2026 • English
Stock markets and AI: from unbridled enthusiasm to existential questions
4 minute(s) read
Strategies insights
Strategies insights • 15 April 2026 • English
Carmignac Portfolio Grande Europe: Letter from the Fund Manager - Q1 2026
4 minute(s) read
Edouard Carmignac's letter
Edouard Carmignac writes on current economic, political and social issues each quarter.
Edouard Carmignac's Letter
April 2026
In January, I shared with you my optimism regarding our long-term investment prospects. Suddenly, what a setback! The Iranian crisis has abruptly clouded the outlook. Oil prices have nearly doubled and the reopening of the Strait of Hormuz remains uncertain. Escalation risks are growing, both for Middle Eastern instability and a slowdown of the global economy.
