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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 • 4 February 2021 • English

Family businesses: Look beyond the caricature to find long-term growth

Although their governance is sometimes criticized, family businesses can prove to be great long-term investments, when carefully selected.

2 minute(s) read

Our views • 3 February 2021 • English

The Growing Importance of Active ESG Management

As ESG strategies flourish, a debate over which is more effective emerges; and at its core whether to employ an active or passive ESG approach.

1 minute(s) read

Our views • 2 February 2021 • English

Making a difference through active responsible investment

Discover how Carmignac plays its role in the fight against climate change by watching our video.

Speakers : Xavier Hovasse, Michel Wiskirski, Mark Denham

1 minute(s) read

Our views • 1 February 2021 • English

Rethinking the pathway to energy transition

Investing in ‘clean’ industries is essential for climate change mitigation, but it’s not enough to make a significant impact over the long run.

2 minute(s) read

Our views • 29 January 2021 • English

Annual meeting: our market views and strategic choices

Discover our macroeconomic vision and how it translates into key investment strategies.

Speakers : Rose Ouahba, David Older, Frédéric Leroux

Our views • 1 September 2020 • English

2 minute(s) read

Our views • 28 February 2020 • English

Coronavirus: our approach on the subject

The crisis needs to be analyzed based on reliable data available, not on speculations about its future developments.

2 minute(s) read

Our views

Top Story

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

Family businesses: Look beyond the caricature to find long-term growth

The Growing Importance of Active ESG Management

Making a difference through active responsible investment

Rethinking the pathway to energy transition

Annual meeting: our market views and strategic choices

What we need for energy transition.

How to reduce our carbon emissions?

How to achieve the Paris Agreement targets?

Sustainable investing, the new ‘safe haven’?

Coronavirus: our approach on the subject