Our views

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

Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.

Discover more about the global challenge of E-waste and learn about our views on the topic from an investment perspective.

As an active investor who commits to integrate Environmental, Social and Governance (ESG) considerations into our portfolios, Carmignac invests in sustainable bonds.

Our market perspectives for 2024

The slow landing of the economy over the first half of 2024 and mounting recessionary concerns as the year advances require active managers to be able to reallocate their portfolios.