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Strategies insights16 July 2026English

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

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Carmignac's Note

Carmignac's Note17 June 2026English

When capital becomes labour

1 minute(s) read
When capital becomes labour

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?