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Our views • June 12, 2026 • English

Carmignac – H2 2026 Outlook

Raphaël Gallardo sets out our economic perspectives for H2 2026, and Kevin Thozet talks about how the current macroeconomic backdrop translates into our investment strategy.

10 minute(s) read

Our views • June 8, 2026 • English

Political forces set to shape the 2026 AGM season

Our views on the trends shaping this AGM season.

Our views • May 12, 2026 • English

Quarter 1 2026: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in Q1 2026.

1 minute(s) read

Our views • April 9, 2026 • English

2025: Our active stewardship illustrated

Find out how our active approach to stewardship was borne out in 2025.

1 minute(s) read

Our views • March 2, 2026 • English

Responsible AI: Building trust and long-term value in the age of algorithms

Rita Wyshelesky, Senior ESG analyst, highlights our research approach, our proprietary Responsible AI due diligence framework and engagement priorities.

8 minute(s) read

Our views • February 23, 2026 • English

Healthy minds, healthy markets: The financial case for happy employees

5 minute(s) read

Our views • February 23, 2026 • English

Carmignac ELTIF Evergreen: Expanding access to private equity for all investors

Access private equity with Carmignac ELTIF Evergreen, an open-ended fund focused on secondaries, offering diversified exposure to global opportunities.

2 minute(s) read

Our views • January 30, 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.

3 minute(s) read

Our views • January 27, 2026 • English

Carmignac’s 2026 Sustainable Investment Outlook

Modern economic and market development rests on four enabling pillars: institutional integrity, long stewardship time horizons, evidence-based decision-making and competition.

5 minute(s) read

Our views • January 13, 2026 • English

Our 2025 Sustainable Investment Retrospective: Putting head in sand on ESG - a costly mistake

We reflect on the key ESG trends in 2025.

4 minute(s) read

Our views • December 15, 2025 • English

Valuation dispersion in 2025: Why quality growth is poised for a European comeback

Rotation into value widened the gap with growth. We see this as overdone, with Growth and Quality near 2022 lows.

6 minute(s) read