Insights
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Strategies insights • July 2, 2026 • English
Why the emerging markets trade is nowhere near its end
4 minute(s) read
Strategies insights • June 26, 2026 • English
How to manage semi-illiquidity in evergreen funds?
3 minute(s) read
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Our views
Our views • June 18, 2026 • English
Carmignac Portfolio Tech Solutions: Winning beyond the obvious
5 minute(s) read
Carmignac's Note
Strategies insights
Strategies insights • July 2, 2026 • English
Why the emerging markets trade is nowhere near its end
4 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?
