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Strategies insights • 20 July 2026 • English
Carmignac Investissement: Letter from the Fund Manager - Q2 2026
3 minute(s) read
Strategies insights • 17 July 2026 • English
Carmignac Portfolio Global Bond: Letter from the Fund Manager - Q2 2026
3 minute(s) read
Our views • 17 July 2026 • English
Reasons to invest in Carmignac Portfolio Tech Solutions for the next 5 years
4 minute(s) read
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Our views
Our views • 17 July 2026 • English
Reasons to invest in Carmignac Portfolio Tech Solutions for the next 5 years
4 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • 20 July 2026 • English
Carmignac Investissement: Letter from the Fund Manager - Q2 2026
3 minute(s) read
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?
