Insights
Our latest publications
![[Main Media] [Funds Focus] Bridge](https://carmignac.imgix.net/uploads/NextImage/0001/02/26ad7f7eb70cc9f1137127c5b230d8042189f9e1.jpeg?auto=format%2Ccompress&fit=fill&w=3840)
Strategies insights • April 14, 2026 • English
Carmignac Absolute Return Europe: Letter from the Fund Managers - Q1 2026
3 minute(s) read
Strategies insights • April 13, 2026 • English
Carmignac Sécurité: Letter from the Fund Managers - Q1 2026
3 minute(s) read
Strategies insights • April 13, 2026 • English
Carmignac Portfolio Merger Arbitrage Plus: Letter from the Fund Managers - Q1 2026
2 minute(s) read
![[Background image] [CI] Blue sky and buildings](https://carmignac.imgix.net/uploads/NextImage/0001/05/CI_WEB.jpg?auto=format%2Ccompress&fit=fill&w=3840)
Sign up to our newsletter
Subscribe and receive a monthly summary of our latest publications and analyses.
Carmignac's Note
Carmignac's Note • March 27, 2026 • English
Stock markets and AI: from unbridled enthusiasm to existential questions
4 minute(s) read
Strategies insights
Strategies insights • April 14, 2026 • English
Carmignac Absolute Return Europe: Letter from the Fund Managers - Q1 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
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.
