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Our views • 30 January 2026 • English

Annual Meeting 2026: Key Messages

At our 2026 Annual Meeting, we review 2025 performance and present our macroeconomic outlook as well as our asset allocation convictions for 2026.

2 minute(s) read

Our views • 3 October 2024 • English

Our macroeconomic scenario – October 2024

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

Our views • 11 September 2024 • English

2nd Quarter 2024: Our active stewardship illustrated

1 minute(s) read

Our views • 9 September 2024 • English

The inflated cost of the energy transition

1 minute(s) read

Our views • 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

Our views • 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

Our views • 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

Our views • 17 May 2024 • English

1st quarter 2024: Our active stewardship illustrated

1 minute(s) read

Our views • 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

Our views • 30 January 2024 • English

Our macroeconomic scenario

Our market perspectives for 2024

Our views • 18 January 2024 • English

2023: Our active stewardship illustrated

5 minute(s) read