Our views

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

Discover how we voted at the shareholder meetings of the companies we invest in through our portfolios under management.

Following a research trip to China, Naomi Waistell, shares on-the-ground insights into the country’s economic stabilisation efforts and the structural shifts redefining opportunities.

The re-election of Donald Trump has given investors globally a wake-up call, and it is making EM great again.

From ‘America first’ to global financial anarchy.

Obe Ejikeme, fund manager of Carmignac Portfolio Human Xperience, explains the importance of customer loyalty programs on his outlook and how it is incorporated into his investment process.

Raphael Gallardo explains why Donald Trump may have badly misjudged his own bargaining power in his trade war with China and the potentially painful consequences for the American economy.

Physical climate risks will put inflationary pressures on economies and are forcing companies to reckon with the increasing threat these events pose.

The Annual General Meeting season is a useful indicator of the state of play between corporates and investors. 2025 will mark the shift from post-covid sustainability-related grand statements closer to rationality.