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Our views • 27 January 2026 • English

Carmignac’s 2026 Sustainable Investment Outlook

Modern economic and market development rests on four enabling pillars: institutional integrity, long stewardship time horizons, evidence-based decision-making and competition.

5 minute(s) read

Our views • 13 January 2026 • English

Our 2025 Sustainable Investment Retrospective: Putting head in sand on ESG - a costly mistake

We reflect on the key ESG trends in 2025.

4 minute(s) read

Our views • 15 December 2025 • English

Valuation dispersion in 2025: Why quality growth is poised for a European comeback

Rotation into value widened the gap with growth. We see this as overdone, with Growth and Quality near 2022 lows.

6 minute(s) read

Our views • 15 December 2025 • English

A view from the ground in Belem: Did COP30 deliver?

After attending the COP 30 in Belem, Imane Kabbaj comes back on what the COP delivered. She focuses on fossil fuels phase out, adaptation, Nationally determined contributions, Methane and Global Trade.

5 minute(s) read

Our views • 5 December 2025 • English

Carmignac – 2026 Outlook

Raphaël Gallardo sets out our economic perspectives for 2026 and Kevin Thozet describes our investment strategy in this environment.

8 minute(s) read

Our views • 5 November 2025 • English

A decade since Paris, can COP30 deliver another defining moment?

By William Benoit, Imane Kabbaj and Lloyd McAllister.

7 minute(s) read

Our views • 29 October 2025 • English

Quarter 3 2025: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q3 2025.

1 minute(s) read

Our views • 3 October 2025 • English

Our macroeconomic scenario

Three questions to Raphaël Gallardo.

Our views • 30 September 2025 • English

Carmignac: Insights and Perspectives

September 2025.

3 minute(s) read

Our views • 12 September 2025 • English

The fashion industry's crossroads: Can sustainable apparel deliver scalable returns?

Rita Wyshelesky explores whether sustainable fashion can overcome cost pressures, regulatory hurdles, and scalability challenges to deliver scalable financial returns, as investors weigh its long-term potential against the dominance of fast fashion.

6 minute(s) read

Our views • 1 September 2025 • English

Quarter 2 2025: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q2 2025

1 minute(s) read