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Sustainable investing • 12 September 2025 • English

The fashion industry's crossroads: Can sustainable apparel deliver scalable returns?

Rita Wyshelesky explores whether sustainable fashion can overcome cost pressures, regulatory hurdles, and scalability challenges to deliver scalable financial returns, as investors weigh its long-term potential against the dominance of fast fashion

6 minute(s) read

Sustainable investing • 1 September 2025 • English

Quarter 2 2025: Our active stewardship illustrated

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

1 minute(s) read

Sustainable investing • 25 August 2025 • English

Why ESG’s Staying Power Might Surprise the Markets

Lloyd McAllister, Head of Sustainable Investment, speaks to Asset TV on how market fundamentals, not politics, drive ESG’s long-term relevance.

Sustainable investing • 12 August 2025 • English

Takeaways from the 2025 voting season

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

3 minute(s) read

Emerging equities • 23 July 2025 • English

China: In stabilisation mode

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.

8 minute(s) read

Emerging equities • 23 June 2025 • English

Trump 2.0: Make Emerging Markets great again

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

5 minute(s) read

Market Analysis • 13 June 2025 • English

Carmignac - Outlook for the second semester of 2025

From ‘America first’ to global financial anarchy.

Sustainable investing • 27 May 2025 • English

Quarter 1 2025: Our active stewardship illustrated

1 minute(s) read

Market Analysis • 1 May 2025 • English

US-China trade war: the art of failure

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.

4 minute(s) read

Sustainable investing • 25 April 2025 • English

Underprepared companies in the crosshairs of physical climate risks

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

4 minute(s) read

Sustainable investing • 22 April 2025 • English

Shareholder meetings: A necessary change of tone

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.