Our views

Our views

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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 • 12 November 2024 • English

3rd Quarter 2024: Our active stewardship illustrated

1 minute(s) read

Fixed Income Strategy • 4 November 2024 • English

Deep dive into fixed income markets

Exploring insights on the different fixed income segments amidst a synchronized global monetary easing cycle.

1 minute(s) read

Market Analysis • 31 October 2024 • English

US elections 2024: The real elephant in the room

Raphaël Gallardo, Kevin Thozet, and Lloyd McAllister look ahead to the potential impact of the US election result on the economy, markets, asset allocation and sustainable investments.

1 minute(s) read

Market Analysis • 3 October 2024 • English

Our macroeconomic scenario – October 2024

Raphaël Gallardo, Chief Economist at Carmignac, talks about his global scenario for the coming months.

Sustainable investing • 11 September 2024 • English

2nd Quarter 2024: Our active stewardship illustrated

1 minute(s) read

Sustainable investing • 9 September 2024 • English

The inflated cost of the energy transition

1 minute(s) read

Sustainable investing • 11 July 2024 • English

Takeaways from the 2024 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

Market Analysis • 11 June 2024 • English

Carmignac - H2 2024 Outlook

Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.

4 minute(s) read

Sustainable investing • 31 May 2024 • English

Electronic waste recycling – a global challenge

Discover more about the global challenge of E-waste and learn about our views on the topic from an investment perspective.

6 minute(s) read

Sustainable investing • 17 May 2024 • English

1st quarter 2024: Our active stewardship illustrated

1 minute(s) read