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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 • 14 March 2024 • English

Sustainable bonds: an investment opportunity?

As an active investor who commits to integrate Environmental, Social and Governance (ESG) considerations into our portfolios, Carmignac invests in sustainable bonds.

2 minute(s) read

Market Analysis • 30 January 2024 • English

Our macroeconomic scenario

Our market perspectives for 2024

Sustainable investing • 18 January 2024 • English

2023: Our active stewardship illustrated

5 minute(s) read

Market Analysis • 5 December 2023 • English

Carmignac – H1 2024 Outlook

The slow landing of the economy over the first half of 2024 and mounting recessionary concerns as the year advances require active managers to be able to reallocate their portfolios.

6 minute(s) read