Our views

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.

Our market outlook for the coming months

Discover our views and expectations on Climate presented by Lloyd McAllister, our Head of Sustainable Investment.

Discover our views and expectations on Empowerment presented by Maxime Carmignac, our Managing Director of Carmignac UK.

Discover our views and expectations on Leadership presented by Marion Plouhinec, our Senior ESG Analyst.

For active owners like Carmignac, the Annual General Meeting (AGM) season represents an opportunity to make our voices heard through voting and often represents the culmination of a busy period of engagement.

We watch with amazement as the US twists itself in politicized knots over investment and ESG.