Our views

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.

Lloyd McAllister, Head of Sustainable Investment at Carmignac, looks back at the main market events of 2024 and assesses the role played by sustainable investment issues in these developments.

As Donald Trump’s second presidential term looms, there are fears that all is doomed for sustainable investment. We are more optimistic. There will of course be trials and tribulations ahead, but a period of justifiable, and in some parts, required, challenge should be welcomed.

Raphael Gallardo sets out our economic perspectives for H1 and Kevin Thozet describes our investment strategy in this environment.

Imane Kabbaj, head of sustainable investment specialists, explores the origins of ESG in CLOs, how ESG integration in CLOs evolved overtime, how Carmignac integrates ESG in CLOs and what the future looks like.