Insights
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Strategies insights • 22 May 2026 • English
Thirty-seven years in emerging markets: Carmignac's pioneering expertise
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Our views
Our views • 8 June 2026 • English
Political forces set to shape the 2026 AGM season
Carmignac's Note
Strategies insights
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.
