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Our views • 10 November 2026 • English

The importance of doing your own homework

While demand for ESG-compliant investments remains strong, some investors’ willingness to engage in rigorous sustainability analysis has reduced, with many placing greater reliance on external ESG ratings, controversy screens and compliance assessments.

3 minute(s) read

Our views • 4 November 2026 • English

The age of discovery: Navigating a new era for Emerging Markets

Xavier Hovasse and Naomi Waistell in Conversation with Citywire.

1 minute(s) read

Our views • 16 October 2026 • English

When biodiversity matters for investors

In this article, we share our views on how biodiversity impacts our portfolio and make some surprising findings.

3 minute(s) read

Our views • 7 October 2026 • English

AI and the labour market

Disruption, diffusion and the real pace of change.

6 minute(s) read

Our views • 30 September 2026 • English

Emerging Markets: Can the Rally Continue?

3 questions for Xavier Hovasse.

Our views • 29 September 2026 • English

Our macroeconomic scenario

3 questions for Raphaël Gallardo.

1 minute(s) read

Our views • 18 September 2026 • English

La Rentrée 2026

Key messages

2 minute(s) read

Our views • 11 September 2026 • English

Beyond electrification: Why infrastructure, industrial ecosystems and geography could shape the next phase of the energy transition

5 minute(s) read

Our views • 5 August 2026 • English

Quarter 2 2026: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q2 2026.

1 minute(s) read

Our views • 16 July 2026 • English

Sustainable investment and corporate governance: a new driver of competitiveness?

At FundForum, Lloyd McAllister, Head of Sustainable Investment, discusses how sustainability is evolving in response to shifting geopolitical and economic priorities.

Our views • 12 June 2026 • English

Carmignac – H2 2026 Outlook

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.

10 minute(s) read