Insights
Our latest publications
Our views • 5 August 2026 • English
Quarter 2 2026: Our active stewardship illustrated
1 minute(s) read
Strategies insights • 23 July 2026 • English
Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026
5 minute(s) read
Carmignac's Note • 21 July 2026 • English
How can portfolios enjoy the summer without getting caught in the heat?
3 minute(s) read
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Our views
Our views • 5 August 2026 • English
Quarter 2 2026: Our active stewardship illustrated
1 minute(s) read
Carmignac's Note
Carmignac's Note • 21 July 2026 • English
How can portfolios enjoy the summer without getting caught in the heat?
3 minute(s) read
Strategies insights
Strategies insights • 23 July 2026 • English
Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026
5 minute(s) read
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 Education • 5 October 2023 • English
Why and how should you prepare for retirement?
3 minute(s) read
