Our views

The effects of the pandemic, war, persistent environmental degradation, and inequality mean that the role of sustainability in business and investment has never been higher profile.

In 2022, the consideration of Environmental, Social and Governance (ESG) factors and sustainable investing was inevitably put to the test, notably through increased scrutiny of definitions and a politicisation of the debate, particularly in the US.

Listen to Apolline Menut present our short and medium term market views.

In late May 2013, financial markets experienced a period of turbulence known as the "Taper Tantrum".

As an independent and high-conviction investor, we have chosen to prioritise our ESG focus on the following three core themes, Climate, Empowerment and Leadership that are important to our business and in which we feel we can make a tangible difference.

Carmignac’s market views for the quarters ahead

2023 will be a year of global recession, but investment opportunities will arise from the continued desynchronization between the three largest economic blocs