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Strategies insights • July 23, 2026 • English
Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026
5 minute(s) read
Carmignac's Note • July 21, 2026 • English
How can portfolios enjoy the summer without getting caught in the heat?
3 minute(s) read
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Carmignac's Note
Carmignac's Note • July 21, 2026 • English
How can portfolios enjoy the summer without getting caught in the heat?
3 minute(s) read
Strategies insights
Strategies insights • July 23, 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?
