Carmignac Portfolio Tech Solutions: Letter from the Fund Manager - Q2 2026
Find out our views and positioning on the Fund 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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Carmignac's NoteAugust 12, 2026English

Markets haven’t read the manual

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Carmignac's NoteJuly 21, 2026English

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

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Edouard Carmignac's letterJuly 1, 2026English

Edouard Carmignac's letter

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