Insights
Our latest publications
Our views • August 5, 2026 • English
Quarter 2 2026: Our active stewardship illustrated
1 minute(s) read
![[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)
Strategies insights • July 24, 2026 • English
Carmignac Investissement Latitude: Letter from the Fund Manager - Q2 2026
3 minute(s) read
Strategies insights • July 23, 2026 • English
Carmignac Portfolio Emerging Patrimoine: Letter from the Fund Managers - Q2 2026
5 minute(s) read
Sign up to our newsletter
Subscribe and receive a monthly summary of our latest publications and analyses.
Our views
Our views • August 5, 2026 • English
Quarter 2 2026: Our active stewardship illustrated
1 minute(s) read
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 24, 2026 • English
Carmignac Investissement Latitude: Letter from the Fund Manager - Q2 2026
3 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?
