Our views

At FundForum, Lloyd McAllister, Head of Sustainable Investment, discusses how sustainability is evolving in response to shifting geopolitical and economic priorities.

From semiconductors to software, Carmignac Portfolio Tech Solutions has delivered strong returns since launch by investing across the full technology value chain.

Raphaël Gallardo sets out our economic perspectives for H2 2026, and Kevin Thozet talks about how the current macroeconomic backdrop translates into our investment strategy.

Our views on the trends shaping this AGM season.

Find out how our active approach to stewardship was borne out in Q1 2026.

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

Rita Wyshelesky, Senior ESG analyst, highlights our research approach, our proprietary Responsible AI due diligence framework and engagement priorities.

At our 2026 Annual Meeting, we review 2025 performance and present our macroeconomic outlook as well as our asset allocation convictions for 2026.

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