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Our views • 11 November 2025 • English

The New Asian Tigers: At the heart of the artificial intelligence revolution

Following a recent research trip to Taiwan and South Korea, Naomi Waistell, Co-Fund Manager of Carmignac Portfolio Emergents, highlights the renewed strength and global relevance of New Asian Tigers.

3 minute(s) read

Our views • 31 May 2022 • English

Why people should consider not investing in the tobacco industry

What the Tobacco-Free Finance Pledge is, what supporting this initiative means, and why investors should favour divestment for this sector

Speakers : Maxime Carmignac, Dr. Bronwyn King

2 minute(s) read

Our views • 7 March 2022 • English

Russia-Ukraine crisis: what are the impacts?

The Russo-Ukrainian conflict induces a stagflation risk for the global economy

2 minute(s) read

Our views • 28 February 2022 • English

2021, a year of active stewardship illustrated

As part of our commitment to improve corporate governance practices, we actively engage with the companies we invest in.

4 minute(s) read

Our views • 13 January 2022 • English

China remains a vital market over the long term

To invest in China, you have to be selective and be sustainable.

4 minute(s) read

Our views • 29 November 2021 • English

“We need to speed up the energy transition”

Now that COP26 has come to a close, urgent action is required to achieve the goal of carbon neutrality by 2050

5 minute(s) read

Our views • 23 November 2021 • English

The ABC of Taxonomy

EU Taxonomy: the answer to the question “what is green?”

6 minute(s) read

Our views • 7 October 2021 • English

Diversified active management, a solution to the uncertainties of 2022

The path of economic growth is expected to differ across regions in 2022 against a backdrop of rising prices, which would require investors to exercise a great deal of flexibility.

Speakers : David Older, Keith Ney, Kevin Thozet

3 minute(s) read

Our views • 23 September 2021 • English

Observations by a committed emissary

When Didier Saint-Georges decided to retire, he shared his personal testimonial to shed light from the inside on what fund management is about at Carmignac

13 minute(s) read

Our views • 11 June 2021 • English

Net zero = the end of fossil fuels?

4 questions & answers to understand the complex energy transition and net zero emission dilemma

Speakers : Michel Wiskirski

4 minute(s) read

Our views • 5 February 2021 • English

Green technologies and their impact on the climate and on natural capital

This paper will help you understand how materials and minerals needed for the energy transition affect the climate and our natural capital.

1 minute(s) read