Insights
Our latest publications
Strategies insights • September 15, 2026 • English
Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe
Our views • September 11, 2026 • English
Beyond electrification: Why infrastructure, industrial ecosystems and geography could shape the next phase of the energy transition
5 minute(s) read
Sign up to our newsletter
Subscribe and receive a monthly summary of our latest publications and analyses.
Our views
Carmignac's Note
Strategies insights
Strategies insights • September 15, 2026 • English
Carmignac Portfolio Invest Europe: A new approach to capturing opportunities across Europe
![[Background image] [CIL] World globe](https://carmignac.imgix.net/uploads/NextImage/0001/05/%5BMain-Media%5D-CIL.jpg?auto=format%2Ccompress&fit=fill&w=3840)
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?
