Quarterly Reports: Second Quarter 2026
Find out our views and positioning on our funds for the second quarter of 2026.
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Edouard Carmignac's letter
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?
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Markets haven’t read the manual
10 facts that tend to run counter to an investor’s intuition.
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Strategies insights19 August 2026English

Inflation: Back to the future

9 minute(s) read
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Carmignac's Note12 August 2026English

Markets haven’t read the manual

1 minute(s) read
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Carmignac's Note21 July 2026English

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

3 minute(s) read
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