Quarterly Reports: Second Quarter 2026
Find out our views and positioning on our funds for the second quarter of 2026.
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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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Markets haven’t read the manual
10 facts that tend to run counter to an investor’s intuition.
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Strategies insightsAugust 19, 2026English

Inflation: Back to the future

9 minute(s) read
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Carmignac's NoteAugust 12, 2026English

Markets haven’t read the manual

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Strategies insightsJuly 21, 2026English

Quarterly Reports: Second Quarter 2026

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