Our views

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.

Access private equity with Carmignac ELTIF Evergreen, an open-ended fund focused on secondaries, offering diversified exposure to global opportunities.

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.

We reflect on the key ESG trends in 2025.