Insights
Our latest publications
Our views • 18 June 2026 • English
Carmignac Portfolio Tech Solutions: Winning beyond the obvious
5 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)
Our views • 17 June 2026 • English
Carmignac Portfolio Investissement: Three routes to structural growth
1 minute(s) read
Sign up to our newsletter
Subscribe and receive a monthly summary of our latest publications and analyses.
Our views
Our views • 18 June 2026 • English
Carmignac Portfolio Tech Solutions: Winning beyond the obvious
5 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • 15 June 2026 • English
The Strait of Hormuz shock: a turning point for emerging markets' energy story
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.
Financial Education
Financial Education • 5 October 2023 • English
Why and how should you prepare for retirement?
3 minute(s) read
