Our views

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.

The effects of the pandemic, war, persistent environmental degradation, and inequality mean that the role of sustainability in business and investment has never been higher profile.

In 2022, the consideration of Environmental, Social and Governance (ESG) factors and sustainable investing was inevitably put to the test, notably through increased scrutiny of definitions and a politicisation of the debate, particularly in the US.