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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

Market Analysis • 26 January 2023 • English

Our macroeconomic scenario for 2023

Carmignac’s market views for the quarters ahead

1 minute(s) read

Sustainable investing • 12 January 2023 • English

2022: a year of active stewardship illustrated

5 minute(s) read

Sustainable investing • 27 December 2022 • English

Q3 2022: a quarter of active stewardship illustrated

2 minute(s) read

Market Analysis • 1 December 2022 • English

2023 Outlook: seizing opportunities amidst a wall of worries

2023 will be a year of global recession, but investment opportunities will arise from the continued desynchronization between the three largest economic blocs

4 minute(s) read

Sustainable investing • 1 August 2022 • English

Q2 2022: a quarter of active stewardship illustrated

4 minute(s) read

Sustainable investing • 25 July 2022 • English

Investor of conviction, investor of action: takeaways from the 2022 voting season

The end of an active voting season is an opportunity for Carmignac to comment on the highlights of the season and report on how we voted at the shareholder meetings of our investee companies.

5 minute(s) read

Sustainable investing • 19 July 2022 • English

Impact Investing and the 17 SDGs

Initially, impact investing was considered an extension of philanthropy, as it was meant to help reduce the negative effects of business activity on the social and environmental dimensions. However, impact investing is now broader than that.

1 minute(s) read

Sustainable investing • 31 May 2022 • English

An active start in the year

Regarding our extra-financial approach, the emphasis is now on our engagement through dialogue with companies in order to lead them towards more sustainable solutions. This quarter, we are focusing on our engagement with James Hardie and LG Chem.

3 minute(s) read

Sustainable investing • 31 May 2022 • English

Why people should consider not investing in the tobacco industry

What the Tobacco-Free Finance Pledge is, what supporting this initiative means, and why investors should favour divestment for this sector

2 minute(s) read

Market Analysis • 7 March 2022 • English

Russia-Ukraine crisis: what are the impacts?

The Russo-Ukrainian conflict induces a stagflation risk for the global economy

2 minute(s) read