Insights

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Strategies insights23 July 2026English

Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026

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Carmignac's Note21 July 2026English

How can portfolios enjoy the summer without getting caught in the heat?

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Strategies insights21 July 2026English

Quarterly Reports: Second Quarter 2026

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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?

Financial Education

Financial Education5 October 2023English

Why and how should you prepare for retirement?

3 minute(s) read
Why and how should you prepare for retirement?