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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 • 28 February 2022 • English

2021, a year of active stewardship illustrated

As part of our commitment to improve corporate governance practices, we actively engage with the companies we invest in.

4 minute(s) read

Market Analysis • 13 January 2022 • English

China remains a vital market over the long term

To invest in China, you have to be selective and be sustainable.

4 minute(s) read

Sustainable investing • 29 November 2021 • English

“We need to speed up the energy transition”

Now that COP26 has come to a close, urgent action is required to achieve the goal of carbon neutrality by 2050

5 minute(s) read

Sustainable investing • 23 November 2021 • English

The ABC of Taxonomy

EU Taxonomy: the answer to the question “what is green?”

6 minute(s) read

Market Analysis • 7 October 2021 • English

Diversified active management, a solution to the uncertainties of 2022

The path of economic growth is expected to differ across regions in 2022 against a backdrop of rising prices, which would require investors to exercise a great deal of flexibility.

3 minute(s) read

Market Analysis • 23 September 2021 • English

Observations by a committed emissary

When Didier Saint-Georges decided to retire, he shared his personal testimonial to shed light from the inside on what fund management is about at Carmignac

13 minute(s) read

Sustainable investing • 11 June 2021 • English

Net zero = the end of fossil fuels?

4 questions & answers to understand the complex energy transition and net zero emission dilemma

4 minute(s) read

Sustainable investing • 22 March 2021 • English

Sustainable Finance Disclosure Regulation: A guide to investors

Discover how SFDR has heralded a new era in mainstream sustainable investment , how it has affected the fund industry and Carmignac’s response.

4 minute(s) read

Sustainable investing • 5 February 2021 • English

Green technologies and their impact on the climate and on natural capital

This paper will help you understand how materials and minerals needed for the energy transition affect the climate and our natural capital.

1 minute(s) read

Sustainable investing • 4 February 2021 • English

Family businesses: Look beyond the caricature to find long-term growth

Although their governance is sometimes criticized, family businesses can prove to be great long-term investments, when carefully selected.

2 minute(s) read