Our views

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.

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.

On 11 March 2020, the World Health Organisation declared Covid-19 a global pandemic. Five years on, three Carmignac experts look at the legacy for economies, financial markets and sustainable investing.

Technology remains a core holding within Carmignac’s Global Equity Compounders strategy and Obe Ejikeme explains why we favor software within this fast moving sector.