INSIGHTS

Physical climate risks will put inflationary pressures on economies and are forcing companies to reckon with the increasing threat these events pose.

The Annual General Meeting season is a useful indicator of the state of play between corporates and investors. 2025 will mark the shift from post-covid sustainability-related grand statements closer to rationality.

Lloyd McAllister, Head of Sustainable Investment at Carmignac, looks back at the main market events of 2024 and assesses the role played by sustainable investment issues in these developments.

As Donald Trump’s second presidential term looms, there are fears that all is doomed for sustainable investment. We are more optimistic. There will of course be trials and tribulations ahead, but a period of justifiable, and in some parts, required, challenge should be welcomed.

Discover how we voted at the shareholder meetings of the companies we invest in through our portfolios under management.

Discover more about the global challenge of E-waste and learn about our views on the topic from an investment perspective.